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 | Claims processing; Participant loan p... | $102,438 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,602 | $82,972+261.1% | $103,374+189.8% | $77,671+285.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.19% | 19.14%-4.0pp | 24.89%-9.7pp | 31.21%-16.0pp |
| Employer contribution / active EE | $6,699 | $3,554+88.5% | $3,869+73.1% | $2,726+145.7% |
| Participant deferral / active EE | $13,635 | $4,108+231.9% | $5,058+169.6% | $4,648+193.4% |
| Admin fee / account holder | $206 | $639-67.7% | $8,394-97.5% | $430-52.1% |