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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $66,091 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $31,209 |
STALKER & ASSOCIATES, INC.4 years Service code 15 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $6,666 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $2,826 |
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 | $102,072 | $73,638+38.6% | $108,410-5.8% | $79,386+28.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 7.37% | 33.27%-25.9pp | 905.27%-897.9pp | 116.85%-109.5pp |
| Employer contribution / active EE | $4,382 | $2,397+82.8% | $3,558+23.2% | $2,427+80.5% |
| Participant deferral / active EE | $5,242 | $6,218-15.7% | $6,563-20.1% | $4,046+29.6% |
| Admin fee / account holder | $555 | $638-13.1% | $7,295-92.4% | $626-11.5% |