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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Participant communication; Distributi... | $121,936 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $340,087 | $95,880+254.7% | $107,525+216.3% | $85,563+297.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 14.17% | 68.06%-53.9pp | 181.32%-167.1pp | 31.51%-17.3pp |
| Employer contribution / active EE | $7,082 | $3,812+85.8% | $3,754+88.7% | $2,654+166.9% |
| Participant deferral / active EE | $14,514 | $4,201+245.5% | $5,116+183.7% | $4,375+231.7% |
| Admin fee / account holder | $257 | $1,025-75.0% | $8,919-97.1% | $834-69.2% |