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: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $6,937 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,930 | $51,288-16.3% | $81,983-47.6% | $73,409-41.5% |
| Participation rate | 57.9% | 64.0%-6.0pp | 69.2%-11.3pp | 72.2%-14.2pp |
| Annual return | 12.07% | 29.48%-17.4pp | 41.31%-29.2pp | 59.29%-47.2pp |
| Employer contribution / active EE | $1,436 | $1,487-3.5% | $2,498-42.5% | $2,234-35.7% |
| Participant deferral / active EE | $2,670 | $2,715-1.7% | $3,722-28.3% | $3,805-29.8% |
| Admin fee / account holder | $152 | $125+21.2% | $5,664-97.3% | $158-3.8% |