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 4-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 FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $51,367 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 13 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $35,025 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $16,849 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Commissions | $8,695 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,922 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $502 |
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 | $62,585 | $52,406+19.4% | $129,207-51.6% | $74,495-16.0% |
| Participation rate | 83.6% | 53.8%+29.8pp | 69.6%+14.0pp | 67.2%+16.4pp |
| Annual return | 19.78% | 15.66%+4.1pp | 9417.33%-9397.5pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $4,733 | $1,531+209.3% | $4,153+14.0% | $2,623+80.5% |
| Participant deferral / active EE | $10,931 | $2,794+291.2% | $4,168+162.3% | $4,346+151.5% |
| Admin fee / account holder | $310 | $2,633-88.2% | $7,715-96.0% | $1,942-84.1% |