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 |
|---|---|---|
PHD CONSULTING LLC5 years Service code 27 · EIN 37-1746422 | Advisory (Plan) | $24,308 |
Filed as: TRANSAMERICA RET. SOLUTIONS, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $20,572 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $6,629 |
Annual investment return 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 | $65,910 | $59,417+10.9% | $93,606-29.6% | $74,495-11.5% |
| Participation rate | 99.2% | 59.7%+39.6pp | 68.7%+30.5pp | 67.2%+32.0pp |
| Annual return | 9.30% | 81.83%-72.5pp | 133.20%-123.9pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $1,850 | $1,264+46.4% | $2,420-23.5% | $2,623-29.5% |
| Participant deferral / active EE | $5,780 | $3,050+89.5% | $4,411+31.0% | $4,346+33.0% |
| Admin fee / account holder | $294 | $3,021-90.3% | $8,285-96.4% | $1,942-84.8% |