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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Finders' fees / pl... | $108,070 |
NFP RETIREMENT INC9 years Filed as: NFP Service code 16 · EIN 33-0905143 | Consulting | $41,250 |
Filed as: HOLTHOUSE, CARLIN & VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $17,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 16 · EIN 04-2647786 | Consulting | $340 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,633 | $50,982+134.7% | $154,803-22.7% | $85,563+39.8% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 14.68% | 30.35%-15.7pp | 58.88%-44.2pp | 31.51%-16.8pp |
| Employer contribution / active EE | $5,808 | $1,708+240.0% | $4,305+34.9% | $2,654+118.9% |
| Participant deferral / active EE | $8,187 | $2,474+230.9% | $5,540+47.8% | $4,375+87.1% |
| Admin fee / account holder | $236 | $846-72.1% | $14,329-98.4% | $834-71.7% |