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 5-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 |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $18,366 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $17,410 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $12,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,466 | $61,058-43.6% | $71,209-51.6% | $85,563-59.7% |
| Participation rate | 24.9% | 58.6%-33.7pp | 73.8%-48.8pp | 66.0%-41.1pp |
| Annual return | 20.76% | 100.41%-79.6pp | 282.51%-261.7pp | 31.51%-10.8pp |
| Employer contribution / active EE | $295 | $2,199-86.6% | $2,721-89.1% | $2,654-88.9% |
| Participant deferral / active EE | $1,363 | $3,173-57.0% | $4,175-67.4% | $4,375-68.9% |
| Admin fee / account holder | $301 | $855-64.8% | $5,349-94.4% | $834-63.9% |