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 10-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: ECONOMIC GROUP PENSION SERVICES, LL Service code 13 · EIN 86-2963468 | Contract Administrator | $15,113 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $9,982 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,443 |
CHARTER CAPITAL MANAGEMENT2 years Filed as: CHARTER CAPITAL MANAGEMENT, INC Service code 27 · EIN 39-1376711 | Advisory (Plan) | $1,363 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $1,363 |
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 | $57,719 | $60,022-3.8% | $88,946-35.1% | $84,808-31.9% |
| Participation rate | 97.2% | 57.8%+39.4pp | 68.8%+28.4pp | 68.3%+28.9pp |
| Annual return | 15.93% | 22.43%-6.5pp | 57.82%-41.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,326 | $1,703-22.1% | $2,555-48.1% | $2,631-49.6% |
| Participant deferral / active EE | $3,362 | $3,114+8.0% | $4,581-26.6% | $4,212-20.2% |
| Admin fee / account holder | $329 | $4,811-93.2% | $8,261-96.0% | $7,344-95.5% |