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 | $52,098 |
ROYAL ALLIANCE ASSOCIATES INC2+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $28,241 |
STALKER & ASSOCIATES, INC.2+ years Service code 15 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $3,650 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $2,386 |
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 | $92,997 | $69,477+33.9% | $94,646-1.7% | $71,457+30.1% |
| Participation rate | 99.2% | 78.4%+20.7pp | 80.8%+18.3pp | 67.9%+31.2pp |
| Annual return | 9.62% | 29.66%-20.0pp | 156.71%-147.1pp | 28.85%-19.2pp |
| Employer contribution / active EE | $2,911 | $2,853+2.0% | $3,672-20.7% | $2,588+12.5% |
| Participant deferral / active EE | $5,535 | $7,345-24.6% | $7,418-25.4% | $4,289+29.1% |
| Admin fee / account holder | $427 | $1,210-64.7% | $7,231-94.1% | $1,587-73.1% |