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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 105282418 | Recordkeeping | $54,906 |
LPL FINANCIAL5 years Service code 22 · EIN 95-2834236 ONE BEACON STREET · BOSTON, MA 02108 | Insurance Broker | $24,087 |
NEXUS ADMINISTRATORS, INC.4 years Service code 15 · EIN 77-0586222 735 W. ALLUVIAL AVENUE · FRESNO, CA 93711 | Recordkeeping | $17,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,912 | $29,546-29.2% | $56,441-62.9% | $77,671-73.1% |
| Participation rate | 54.1% | 32.7%+21.4pp | 52.5%+1.6pp | 70.6%-16.5pp |
| Annual return | 14.17% | 19.01%-4.8pp | 1704.21%-1690.0pp | 31.21%-17.0pp |
| Employer contribution / active EE | $799 | $568+40.7% | $1,039-23.1% | $2,726-70.7% |
| Participant deferral / active EE | $1,184 | $1,061+11.6% | $1,953-39.4% | $4,648-74.5% |
| Admin fee / account holder | $229 | $1,046-78.1% | $2,829-91.9% | $430-46.8% |