Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $22,538 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $5,078 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $400 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $56 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,462 | $128,603+27.1% | $197,124-17.1% | $67,986+140.4% |
| Participation rate | 95.7% | 81.7%+14.0pp | 86.7%+8.9pp | 57.2%+38.4pp |
| Annual return | 15.66% | 23.77%-8.1pp | 44.34%-28.7pp | 31.67%-16.0pp |
| Employer contribution / active EE | $3,774 | $4,379-13.8% | $6,227-39.4% | $2,019+87.0% |
| Participant deferral / active EE | $8,036 | $6,840+17.5% | $9,135-12.0% | $3,358+139.3% |
| Admin fee / account holder | $177 | $3,035-94.2% | $16,298-98.9% | $3,203-94.5% |