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 | Shareholder servicing fees; Account m... | $61,222 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,718 | $54,517+104.9% | $75,972+47.1% | $74,495+50.0% |
| Participation rate | 99.0% | 60.3%+38.7pp | 69.1%+29.9pp | 67.2%+31.8pp |
| Annual return | 14.22% | 31.82%-17.6pp | 359.55%-345.3pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,142 | $1,777+133.1% | $2,685+54.3% | $2,623+57.9% |
| Participant deferral / active EE | $8,550 | $3,066+178.9% | $4,255+100.9% | $4,346+96.7% |
| Admin fee / account holder | $140 | $2,229-93.7% | $6,467-97.8% | $1,942-92.8% |