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) | $22,693 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,637 |
INCERA & ASSOCIATES8+ years Service code 15 · EIN 59-1655471 | Recordkeeping | $1,000 |
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 | $69,987 | $64,119+9.2% | $112,228-37.6% | $66,914+4.6% |
| Participation rate | 79.1% | 68.5%+10.6pp | 75.1%+4.0pp | 69.8%+9.3pp |
| Annual return | -14.66% | -13.81%-0.9pp | 27.45%-42.1pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,243 | $3,005-58.6% | $3,635-65.8% | $2,544-51.1% |
| Participant deferral / active EE | $2,432 | $3,693-34.2% | $4,728-48.6% | $4,237-42.6% |
| Admin fee / account holder | $635 | $625+1.5% | $6,410-90.1% | $593+7.0% |