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 | $24,639 |
CALIBER AUDIT & ATTEST6 years Service code 10 · EIN 26-2380873 | Accounting | $12,500 |
HICKS PENSION SERVICES4 years Filed as: HICKS PENSION SERVICES - SAN LUIS O Service code 15 · EIN 77-0155091 | Recordkeeping | $2,625 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,584 | $132,049+25.4% | $200,582-17.4% | $74,304+122.8% |
| Participation rate | 72.9% | 84.1%-11.1pp | 86.9%-14.0pp | 60.3%+12.6pp |
| Annual return | 14.59% | 22.22%-7.6pp | 42.33%-27.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,172 | $4,558-52.3% | $6,419-66.2% | $2,241-3.1% |
| Participant deferral / active EE | $6,471 | $7,213-10.3% | $9,331-30.7% | $3,767+71.8% |
| Admin fee / account holder | $331 | $2,405-86.2% | $16,305-98.0% | $2,969-88.8% |