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 | $51,461 |
BDC ADVISORY, LLC2 years Filed as: BDC ADVISORY LLC Service code 27 465 JACK KRAMER DRIVE - SUITE 2 · MEMPHIS, TN 38117 | Advisory (Plan) | $20,417 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,871 | $52,293+138.8% | $178,490-30.0% | $73,409+70.1% |
| Participation rate | 57.4% | 65.3%-7.9pp | 81.9%-24.5pp | 72.2%-14.7pp |
| Annual return | 19.92% | 34.75%-14.8pp | 151.07%-131.1pp | 59.29%-39.4pp |
| Employer contribution / active EE | $2,207 | $1,735+27.2% | $5,011-55.9% | $2,234-1.2% |
| Participant deferral / active EE | $4,972 | $2,332+113.2% | $5,202-4.4% | $3,805+30.7% |
| Admin fee / account holder | $360 | $127+182.9% | $13,984-97.4% | $158+128.2% |