See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RET SOL LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $39,566 |
Filed as: MORGAN STANLEY GLOBAL BANKIN OPS Service code 27 · EIN 36-3145972 | Advisory (Plan) | $15,829 |
SWERDLIN & COMPANY3 years Service code 15 · EIN 58-1392124 | Recordkeeping | $8,050 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $2,499 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,836 | $237,565-60.9% | $141,162-34.2% | - |
| Participation rate | 77.5% | 70.1%+7.4pp | 82.5%-5.0pp | - |
| Annual return | 211.39% | 19.47%+191.9pp | 71.39%+140.0pp | - |
| Employer contribution / active EE | $9,587 | $2,430+294.5% | $4,735+102.5% | - |
| Participant deferral / active EE | $1,973 | $5,165-61.8% | $6,709-70.6% | - |
| Admin fee / account holder | $195 | $15,211-98.7% | $10,261-98.1% | - |