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 9-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 Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $40,372 |
BDC ADVISORY, LLC1 year Filed as: BDC ADVISORY LLC Service code 27 465 JACK KRAMER DRIVE - SUITE 2 · MEMPHIS, TN 38117 | Advisory (Plan) | $14,834 |
BURLEIGH CONSULTING GROUP3 years Service code 10 465 JACK KRAMER DRIVE - SUITE 2 · MEMPHIS, TN 38117 | Accounting | $10,893 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE FIDUCIARY Service code 15 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,107 | $62,928+55.9% | $172,739-43.2% | $67,579+45.2% |
| Participation rate | 61.7% | 64.5%-2.8pp | 82.6%-21.0pp | 71.3%-9.6pp |
| Annual return | 23.49% | 30.36%-6.9pp | 802.84%-779.4pp | 378.56%-355.1pp |
| Employer contribution / active EE | $1,805 | $1,636+10.3% | $5,143-64.9% | $2,148-16.0% |
| Participant deferral / active EE | $4,310 | $2,145+100.9% | $5,198-17.1% | $3,539+21.8% |
| Admin fee / account holder | $340 | $167+104.2% | $13,954-97.6% | $142+139.1% |