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 |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $18,406 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,829 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,392 | $38,365+47.0% | $84,611-33.4% | $65,185-13.5% |
| Participation rate | 77.8% | 55.7%+22.1pp | 68.2%+9.5pp | 70.2%+7.6pp |
| Annual return | 23.02% | 32.00%-9.0pp | 258.74%-235.7pp | 29.38%-6.4pp |
| Employer contribution / active EE | $1,531 | $1,258+21.6% | $2,652-42.3% | $2,177-29.7% |
| Participant deferral / active EE | $1,483 | $2,278-34.9% | $3,899-62.0% | $3,514-57.8% |
| Admin fee / account holder | $309 | $451-31.6% | $4,912-93.7% | $847-63.6% |