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 |
|---|---|---|
HBKS WEALTH ADVISORS5 years Service code 27 · EIN 34-1925718 | Advisory (Plan) | $20,457 |
CYPHER & CYPHER5 years Service code 10 · EIN 25-1385288 | Accounting | $9,610 |
DUNBAR, BENDER & ZAPF, INC.10+ years Service code 15 · EIN 25-1650062 | Recordkeeping | $4,939 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,802 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,094 | $71,050-22.5% | $93,606-41.1% | $80,856-31.9% |
| Participation rate | 72.3% | 60.4%+11.9pp | 68.7%+3.6pp | 67.6%+4.7pp |
| Annual return | 14.10% | 11.26%+2.8pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,452 | $1,564-7.2% | $2,420-40.0% | $2,755-47.3% |
| Participant deferral / active EE | $3,154 | $4,034-21.8% | $4,411-28.5% | $4,296-26.6% |
| Admin fee / account holder | $156 | $6,945-97.8% | $8,285-98.1% | $6,918-97.8% |