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 27 · EIN 59-2937883 | Advisory (Plan) | $24,196 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,556 |
INCERA & ASSOCIATES7+ years Service code 15 · EIN 59-1655471 | Recordkeeping | $450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,747 | $77,660+14.3% | $109,143-18.7% | $79,386+11.8% |
| Participation rate | 73.7% | 67.8%+5.9pp | 75.9%-2.1pp | 70.7%+3.0pp |
| Annual return | 12.85% | 23.44%-10.6pp | 25.75%-12.9pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,157 | $2,797-58.6% | $3,722-68.9% | $2,427-52.3% |
| Participant deferral / active EE | $2,189 | $3,518-37.8% | $4,653-53.0% | $4,046-45.9% |
| Admin fee / account holder | $730 | $732-0.3% | $6,752-89.2% | $626+16.6% |