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 | Investment management; Direct payment... | $13,997 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,641 | $59,054-83.7% | $97,167-90.1% | $77,671-87.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.7%+27.3pp | 70.6%+29.4pp |
| Annual return | 11.74% | 16.96%-5.2pp | 75.27%-63.5pp | 31.21%-19.5pp |
| Employer contribution / active EE | $558 | $1,742-68.0% | $2,729-79.5% | $2,726-79.5% |
| Participant deferral / active EE | $1,672 | $3,930-57.4% | $4,264-60.8% | $4,648-64.0% |
| Admin fee / account holder | $29 | $346-91.7% | $5,650-99.5% | $430-93.3% |