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 | Participant communication; Shareholde... | $62,560 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC Service code 33 | Securities brokerage commissions and ... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,797 | $122,239-34.7% | $184,203-56.7% | $74,495+7.1% |
| Participation rate | 79.8% | 85.5%-5.7pp | 86.8%-7.0pp | 67.2%+12.6pp |
| Annual return | 15.62% | 19.95%-4.3pp | 28.81%-13.2pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $3,007 | $4,537-33.7% | $6,427-53.2% | $2,623+14.6% |
| Participant deferral / active EE | $4,522 | $7,139-36.6% | $9,131-50.5% | $4,346+4.1% |
| Admin fee / account holder | $237 | $1,260-81.2% | $13,901-98.3% | $1,942-87.8% |