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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $34,697 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,716 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,761 | $122,239-64.2% | $184,203-76.2% | $74,495-41.3% |
| Participation rate | 93.5% | 85.5%+8.1pp | 86.8%+6.7pp | 67.2%+26.3pp |
| Annual return | 13.31% | 19.95%-6.6pp | 28.81%-15.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,730 | $4,537-61.9% | $6,427-73.1% | $2,623-34.0% |
| Participant deferral / active EE | $3,710 | $7,139-48.0% | $9,131-59.4% | $4,346-14.6% |
| Admin fee / account holder | $245 | $1,260-80.5% | $13,901-98.2% | $1,942-87.4% |