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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Claims processing; Finders' fees / pl... | $170,080 |
STEPHENS INC6 years Filed as: STEPHENS INC. Service code 16 111 CENTER ST. · LITTLE ROCK, AR 72201 | Consulting | $75,391 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $171,683 | $100,923+70.1% | $150,045+14.4% | $74,304+131.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 13.87% | 51.77%-37.9pp | 62.55%-48.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $3,545 | $3,463+2.4% | $4,693-24.5% | $2,241+58.2% |
| Participant deferral / active EE | $8,464 | $6,709+26.2% | $7,997+5.8% | $3,767+124.7% |
| Admin fee / account holder | $881 | $2,767-68.1% | $13,435-93.4% | $2,969-70.3% |