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: RAYMOND JAMES FIN. SERVICES ADVISOR Service code 27 · EIN 59-2937883 | Advisory (Plan) | $17,470 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $13,788 |
Filed as: TRANSAMERICA FIN. LIFE INSURANCE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,776 | $34,934-40.5% | $56,411-63.2% | $74,495-72.1% |
| Participation rate | 52.2% | 32.8%+19.4pp | 52.5%-0.3pp | 67.2%-15.0pp |
| Annual return | 9.68% | 25.94%-16.3pp | 1701.33%-1691.7pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $139 | $609-77.2% | $1,039-86.6% | $2,623-94.7% |
| Participant deferral / active EE | $1,045 | $1,170-10.7% | $1,952-46.5% | $4,346-76.0% |
| Admin fee / account holder | $201 | $2,364-91.5% | $2,829-92.9% | $1,942-89.6% |