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 4-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: ADMINISTRATIVE GROUP, LLC DBA TAG R Service code 15 · EIN 42-1484983 | Recordkeeping | $11,053 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $6,536 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $3,467 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,496 | $132,049-90.5% | $200,582-93.8% | $74,304-83.2% |
| Participation rate | 93.4% | 84.1%+9.4pp | 86.9%+6.5pp | 60.3%+33.1pp |
| Annual return | 61.77% | 22.22%+39.6pp | 42.33%+19.4pp | 29.43%+32.3pp |
| Employer contribution / active EE | $2,075 | $4,558-54.5% | $6,419-67.7% | $2,241-7.4% |
| Participant deferral / active EE | $2,877 | $7,213-60.1% | $9,331-69.2% | $3,767-23.6% |
| Admin fee / account holder | $107 | $2,405-95.6% | $16,305-99.3% | $2,969-96.4% |