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 Service code 27 · EIN 59-1237041 | Advisory (Plan) | $32,715 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $23,708 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,616 |
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 | $86,267 | $81,233+6.2% | $155,567-44.5% | $80,874+6.7% |
| Participation rate | 96.1% | 66.2%+29.9pp | 78.2%+17.9pp | 67.6%+28.5pp |
| Annual return | 11.82% | 33.33%-21.5pp | 64.74%-52.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $5,164 | $3,101+66.5% | $4,674+10.5% | $2,756+87.4% |
| Participant deferral / active EE | $4,331 | $3,452+25.5% | $5,628-23.0% | $4,297+0.8% |
| Admin fee / account holder | $586 | $7,998-92.7% | $15,916-96.3% | $6,935-91.5% |