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 7-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 |
|---|---|---|
STEEL OAKS INVESTMENT1 year Filed as: STEEL PEAK WEALTH MNAGEMENT Service code 27 · EIN 46-1173026 | Advisory (Plan) | $6,785 |
Filed as: TRANSAMERICA RETIRENMENT SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $1,232 |
Filed as: NATIONAL RETIREMENT SERVICE INC Service code 15 · EIN 33-0962367 | Recordkeeping | $100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,448 | $35,485-79.0% | $74,550-90.0% | $55,725-86.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -2.87% | 0.72%-3.6pp | 32.53%-35.4pp | 244.93%-247.8pp |
| Employer contribution / active EE | $23 | $777-97.1% | $1,961-98.9% | $2,078-98.9% |
| Participant deferral / active EE | $152 | $2,181-93.0% | $3,108-95.1% | $3,356-95.5% |
| Admin fee / account holder | $23 | $114-79.8% | $5,060-99.5% | $115-80.0% |