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 Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,793 |
HICKS PENSION SERVICES10+ years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $6,537 |
OSAIC WEALTH INC1 year Service code 22 · EIN 93-0987232 | Insurance Broker | $1,456 |
Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
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 | $54,089 | $80,724-33.0% | $103,333-47.7% | $74,495-27.4% |
| Participation rate | 88.4% | 65.7%+22.7pp | 74.5%+13.9pp | 67.2%+21.2pp |
| Annual return | 9.93% | 27.56%-17.6pp | 24.88%-15.0pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $4,571 | $3,157+44.8% | $3,868+18.2% | $2,623+74.3% |
| Participant deferral / active EE | $2,742 | $3,860-29.0% | $5,057-45.8% | $4,346-36.9% |
| Admin fee / account holder | $96 | $2,368-96.0% | $8,355-98.9% | $1,942-95.1% |