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 FINANCIAL SERVICES AD Service code 16 · EIN 59-2937883 | Consulting | $48,736 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,643 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,693 | $100,923-24.0% | $150,045-48.9% | $74,304+3.2% |
| Participation rate | 77.0% | 70.1%+6.9pp | 82.3%-5.3pp | 60.3%+16.6pp |
| Annual return | 13.34% | 51.77%-38.4pp | 62.55%-49.2pp | 29.43%-16.1pp |
| Employer contribution / active EE | $3,160 | $3,463-8.8% | $4,693-32.7% | $2,241+41.0% |
| Participant deferral / active EE | $6,755 | $6,709+0.7% | $7,997-15.5% | $3,767+79.3% |
| Admin fee / account holder | $579 | $2,767-79.1% | $13,435-95.7% | $2,969-80.5% |