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 C Service code 15 · EIN 13-3689044 | Recordkeeping | $43,535 |
Filed as: SIGNATOR INVESTORS INC Service code 22 · EIN 04-3283827 | Insurance Broker | $31,591 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,766 | $75,284-55.1% | $91,001-62.9% | $69,631-51.5% |
| Participation rate | 87.0% | 80.4%+6.6pp | 75.6%+11.4pp | 70.7%+16.3pp |
| Annual return | 15.11% | 48.40%-33.3pp | 4.60%+10.5pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $368 | $2,473-85.1% | $2,456-85.0% | $2,032-81.9% |
| Participant deferral / active EE | $3,086 | $3,700-16.6% | $3,547-13.0% | $3,224-4.3% |
| Admin fee / account holder | $100 | $111-9.2% | $5,417-98.1% | $110-9.0% |