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 | $23,664 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $19,227 |
Service code 27 · EIN 81-5358976 | Advisory (Plan) | $3,080 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $2,480 |
MCGREGOR & ASSOCIATES, INC.8 years Service code 15 · EIN 61-1211399 | Recordkeeping | $2,050 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,274 | $26,114+130.8% | $58,482+3.1% | $74,419-19.0% |
| Participation rate | 13.4% | 32.1%-18.7pp | 50.9%-37.5pp | 70.7%-57.3pp |
| Annual return | 24.46% | 32.51%-8.1pp | 4239.32%-4214.9pp | 34.38%-9.9pp |
| Employer contribution / active EE | $524 | $536-2.2% | $1,053-50.3% | $2,637-80.1% |
| Participant deferral / active EE | $937 | $1,075-12.8% | $1,924-51.3% | $4,528-79.3% |
| Admin fee / account holder | $389 | $649-40.1% | $2,516-84.5% | $348+11.8% |