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 |
|---|---|---|
ENDURE RETIREMENT LLC1 year Filed as: ENDURE RETIREMENT, LLC Service code 22 · EIN 83-1309467 | Insurance Broker | $12,117 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,171 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $1,375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $33,515 | $98,982-66.1% | $162,163-79.3% | $65,185-48.6% |
| Participation rate | 70.2% | 85.8%-15.6pp | 87.6%-17.4pp | 70.2%0pp |
| Annual return | 21.50% | 24.84%-3.3pp | 115.59%-94.1pp | 29.38%-7.9pp |
| Employer contribution / active EE | $665 | $3,467-80.8% | $5,614-88.2% | $2,177-69.4% |
| Participant deferral / active EE | $5,110 | $5,384-5.1% | $7,298-30.0% | $3,514+45.4% |
| Admin fee / account holder | $371 | $596-37.8% | $10,843-96.6% | $847-56.2% |