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 3-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 | $52,741 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $25,265 |
STALKER & ASSOCIATES, INC.1+ years Service code 15 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $3,350 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $2,398 |
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 | $89,553 | $58,320+53.6% | $86,436+3.6% | $66,914+33.8% |
| Participation rate | 99.2% | 78.6%+20.6pp | 80.3%+18.8pp | 69.8%+29.4pp |
| Annual return | -18.65% | -9.71%-8.9pp | 4394.89%-4413.5pp | 1.58%-20.2pp |
| Employer contribution / active EE | $4,697 | $2,615+79.6% | $3,769+24.6% | $2,544+84.6% |
| Participant deferral / active EE | $5,308 | $6,899-23.1% | $6,952-23.6% | $4,237+25.3% |
| Admin fee / account holder | $436 | $546-20.1% | $6,731-93.5% | $593-26.4% |