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 9-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 |
|---|---|---|
POINTOAK RETIREMENT ADVISORS3 years Service code 27 · EIN 82-3941866 | Advisory (Plan) | $55,250 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $48,286 |
Filed as: ATLANTIC PENSION SERVICES, INC Service code 15 · EIN 23-2942715 220 N UNION · KENNETT SQUARE, PA 19348 | Recordkeeping | $12,301 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,440 | $106,028-17.5% | $146,958-40.5% | $77,643+12.6% |
| Participation rate | 69.2% | 78.4%-9.2pp | 82.2%-13.0pp | 70.6%-1.4pp |
| Annual return | 19.51% | 56.73%-37.2pp | 418.34%-398.8pp | 31.24%-11.7pp |
| Employer contribution / active EE | $3,200 | $4,063-21.2% | $4,933-35.1% | $2,726+17.4% |
| Participant deferral / active EE | $6,642 | $7,990-16.9% | $8,070-17.7% | $4,647+42.9% |
| Admin fee / account holder | $176 | $337-47.9% | $12,998-98.6% | $430-59.2% |