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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $95,114 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $51,398 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $22,205 |
EISNERAMPER LLP1 year Filed as: EISENRAMPER Service code 10 · EIN 87-1363769 | Accounting | $8,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,033 | $53,136+60.0% | $155,509-45.3% | $199,593-57.4% |
| Participation rate | 72.8% | 64.1%+8.7pp | 78.2%-5.4pp | 72.0%+0.8pp |
| Annual return | 13.31% | 41.15%-27.8pp | 64.67%-51.4pp | 34.25%-20.9pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,514 | $3,161+42.8% | $5,626-19.8% | $5,087-11.3% |
| Admin fee / account holder | $79 | $185-57.5% | $15,912-99.5% | $269-70.7% |