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 7-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: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $25,911 |
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 16 · EIN 47-0648506 PO BOX 3683 · OMAHA, NE 68108 | Consulting | $14,324 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,990 | $84,936-29.4% | $111,297-46.1% | $79,386-24.4% |
| Participation rate | 79.6% | 75.9%+3.7pp | 77.3%+2.3pp | 70.7%+8.9pp |
| Annual return | 14.86% | 17.45%-2.6pp | 54.65%-39.8pp | 116.85%-102.0pp |
| Employer contribution / active EE | $1,577 | $1,979-20.3% | $2,731-42.2% | $2,427-35.0% |
| Participant deferral / active EE | $3,072 | $3,888-21.0% | $4,487-31.5% | $4,046-24.1% |
| Admin fee / account holder | $381 | $537-29.1% | $7,964-95.2% | $626-39.2% |