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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $165,714 |
STEPHENS INC10+ years Service code 16 | Consulting | $69,391 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
STEPHENS INC5 years Filed as: STEPHENS INC. Service code 16 111 CENTER ST. · LITTLE ROCK, AR 72201 | Consulting | $0 |
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 | $167,191 | $101,317+65.0% | $146,958+13.8% | $74,495+124.4% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 15.11% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,313 | $3,810-13.0% | $4,933-32.8% | $2,623+26.3% |
| Participant deferral / active EE | $8,339 | $7,303+14.2% | $8,070+3.3% | $4,346+91.9% |
| Admin fee / account holder | $936 | $1,739-46.2% | $12,998-92.8% | $1,942-51.8% |