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, Service code 15 · EIN 13-3689044 | Recordkeeping | $31,000 |
Filed as: FIDUCIARY OUTSOURCING, LLC DBA PMA Service code 15 · EIN 47-2079321 | Recordkeeping | $6,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,786 | $54,517+295.8% | $75,972+184.0% | $74,495+189.7% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 14.32% | 31.82%-17.5pp | 359.55%-345.2pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $10,052 | $1,777+465.6% | $2,685+274.4% | $2,623+283.2% |
| Participant deferral / active EE | $14,753 | $3,066+381.2% | $4,255+246.7% | $4,346+239.5% |
| Admin fee / account holder | $247 | $2,229-88.9% | $6,467-96.2% | $1,942-87.3% |