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 | $16,934 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 | Insurance Broker | $13,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $51,456 | $56,972-9.7% | $182,532-71.8% | $65,185-21.1% |
| Participation rate | 58.3% | 66.5%-8.2pp | 78.0%-19.6pp | 70.2%-11.9pp |
| Annual return | 17.88% | 27.67%-9.8pp | 148.54%-130.7pp | 29.38%-11.5pp |
| Employer contribution / active EE | $1,137 | $1,615-29.5% | $4,076-72.1% | $2,177-47.7% |
| Participant deferral / active EE | $2,102 | $3,526-40.4% | $5,524-62.0% | $3,514-40.2% |
| Admin fee / account holder | $150 | $528-71.6% | $8,592-98.3% | $847-82.3% |