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 | $17,497 |
CALIBER AUDIT & ATTEST4 years Service code 10 · EIN 26-2380873 | Accounting | $11,500 |
HICKS PENSION SERVICES2 years Filed as: HICKS PENSION SERVICES - SAN LUIS O Service code 15 · EIN 77-0155091 | Recordkeeping | $1,889 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $70 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,518 | $130,194-6.7% | $169,993-28.5% | $71,457+70.1% |
| Participation rate | 68.8% | 86.1%-17.3pp | 87.0%-18.2pp | 67.9%+0.9pp |
| Annual return | 18.98% | 20.37%-1.4pp | 53.37%-34.4pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,906 | $4,381-56.5% | $6,785-71.9% | $2,588-26.3% |
| Participant deferral / active EE | $5,685 | $6,923-17.9% | $10,408-45.4% | $4,289+32.6% |
| Admin fee / account holder | $255 | $966-73.6% | $12,815-98.0% | $1,587-83.9% |