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: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $45,700 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $41,291 |
SUPERIORUSA CORPORATION8 years Service code 15 · EIN 41-1913603 | Recordkeeping | $1,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,984 | $49,915+16.2% | $154,803-62.5% | $74,304-22.0% |
| Participation rate | 69.5% | 54.0%+15.6pp | 78.1%-8.6pp | 60.3%+9.2pp |
| Annual return | 15.83% | 34.06%-18.2pp | 58.88%-43.1pp | 29.43%-13.6pp |
| Employer contribution / active EE | $2,972 | $1,611+84.4% | $4,305-31.0% | $2,241+32.6% |
| Participant deferral / active EE | $3,952 | $2,255+75.3% | $5,540-28.7% | $3,767+4.9% |
| Admin fee / account holder | $587 | $2,189-73.2% | $14,329-95.9% | $2,969-80.2% |