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 9-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 |
|---|---|---|
Service code 10 · EIN 72-1202445 | Accounting | $19,000 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS' Service code 15 · EIN 13-3689044 | Recordkeeping | $13,961 |
Filed as: NORTHWESTER MUTUAL INVESTMENT SER Service code 22 | Insurance Broker | $11,824 |
Service code 15 · EIN 20-3970947 1985 E. RIVER RD, STE 111 · TUCSON, AZ 85718 | Recordkeeping | $8,110 |
Filed as: NORTHWESTERN MUTUAL INV SERVICES Service code 22 · EIN 52-2114207 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,825 | $52,953+11.1% | $172,739-65.9% | $65,185-9.8% |
| Participation rate | 86.2% | 66.2%+20.0pp | 82.6%+3.6pp | 70.2%+16.0pp |
| Annual return | 1988.01% | 30.12%+1957.9pp | 802.84%+1185.2pp | 29.38%+1958.6pp |
| Employer contribution / active EE | $1,177 | $2,190-46.2% | $5,143-77.1% | $2,177-45.9% |
| Participant deferral / active EE | $2,999 | $2,471+21.4% | $5,198-42.3% | $3,514-14.7% |
| Admin fee / account holder | $446 | $472-5.4% | $13,954-96.8% | $847-47.3% |