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 3-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: FOCUS INVESTMENT ADVISORS, INC Service code 27 · EIN 81-1193503 | Advisory (Plan) | $133,973 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $23,728 |
Filed as: NEYART ANDERSON FLYNN & GROSBOLL Service code 29 · EIN 94-2576729 | Legal | $16,520 |
Service code 15 · EIN 36-6071399 | Recordkeeping | $12,403 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $9,300 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY LLC Service code 99 · EIN 33-1436000 | Other Fees | $4,752 |
Service code 99 · EIN 39-2668272 | Other Fees | $3,780 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $2,200 |
Service code 99 · EIN 91-0547348 | Other Fees | $1,356 |
WESTERN REGIONS NECA1 year Service code 35 · EIN 33-0670044 | Employee (plan sponsor) | $800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,672 | $65,908+51.2% | $81,812+21.8% | $77,643+28.4% |
| Participation rate | 82.1% | 65.8%+16.3pp | 72.3%+9.7pp | 70.6%+11.5pp |
| Annual return | 15.65% | 26.64%-11.0pp | 773.79%-758.1pp | 31.24%-15.6pp |
| Employer contribution / active EE | $4,938 | $2,370+108.3% | $2,912+69.6% | $2,726+81.2% |
| Participant deferral / active EE | $6,323 | $3,505+80.4% | $4,319+46.4% | $4,647+36.1% |
| Admin fee / account holder | $325 | $526-38.3% | $7,386-95.6% | $430-24.5% |