Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $27,393 |
MCGREGOR & ASSOCIATES, INC.7 years Filed as: MCGREGOR & ASSOCIATES, INC Service code 15 · EIN 61-1211399 | Recordkeeping | $1,440 |
DEAN DORTON ALLEN FORD, PLLC3 years Filed as: DEAN DORTON ALLEN FORD PLLC Service code 10 · EIN 27-3858252 | Accounting | $0 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,579 | $101,499-15.7% | $147,005-41.8% | $74,546+14.8% |
| Participation rate | 73.0% | 75.5%-2.5pp | 82.2%-9.2pp | 67.2%+5.8pp |
| Annual return | 19.32% | 8732.34%-8713.0pp | 418.76%-399.4pp | 1366.03%-1346.7pp |
| Employer contribution / active EE | $1,750 | $3,811-54.1% | $4,934-64.5% | $2,624-33.3% |
| Participant deferral / active EE | $5,975 | $7,304-18.2% | $8,070-26.0% | $4,347+37.4% |
| Admin fee / account holder | $412 | $1,748-76.5% | $13,006-96.8% | $1,944-78.8% |