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 RETIRE SOLUTIONS LLC Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $22,573 |
ASCENSUS LLC2 years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE STE 402 · GOODLETTSVILLE, TN 37072 | Recordkeeping | $10,998 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $1,588 |
Filed as: RAYMOND JAMES AND ASSC INC. Service code 22 · EIN 59-1199408 913 HARPETH VALLEY PLACE · NASHVILLE, TN 37221 | Insurance Broker | $0 |
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 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 | $45,486 | $42,396+7.3% | $67,313-32.4% | $56,287-19.2% |
| Participation rate | 31.3% | 61.0%-29.7pp | 69.1%-37.8pp | 69.9%-38.6pp |
| Annual return | -5.94% | -36.63%+30.7pp | -4.08%-1.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $390 | $1,414-72.4% | $2,566-84.8% | $2,111-81.5% |
| Participant deferral / active EE | $2,275 | $2,360-3.6% | $3,568-36.3% | $3,350-32.1% |
| Admin fee / account holder | $449 | $510-11.9% | $4,507-90.0% | $521-13.8% |