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 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,462 | $132,049+23.8% | $200,582-18.5% | $74,304+120.0% |
| Participation rate | 95.7% | 84.1%+11.6pp | 86.9%+8.8pp | 60.3%+35.3pp |
| Annual return | 15.66% | 22.22%-6.6pp | 42.33%-26.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $3,774 | $4,558-17.2% | $6,419-41.2% | $2,241+68.4% |
| Participant deferral / active EE | $8,036 | $7,213+11.4% | $9,331-13.9% | $3,767+113.3% |
| Admin fee / account holder | $177 | $2,405-92.6% | $16,305-98.9% | $2,969-94.0% |