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: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $29,314 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $16,775 |
MCGREGOR & ASSOCIATES, INC.7 years Service code 15 · EIN 61-1211399 | Recordkeeping | $2,176 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,803 | $30,086+72.2% | $61,373-15.6% | $64,808-20.1% |
| Participation rate | 13.5% | 36.4%-22.8pp | 52.6%-39.1pp | 71.5%-57.9pp |
| Annual return | -21.11% | -13.99%-7.1pp | 338.61%-359.7pp | 32.82%-53.9pp |
| Employer contribution / active EE | $493 | $536-8.1% | $1,159-57.5% | $2,506-80.3% |
| Participant deferral / active EE | $885 | $1,126-21.4% | $2,125-58.4% | $4,310-79.5% |
| Admin fee / account holder | $467 | $148+215.3% | $2,130-78.1% | $188+148.8% |