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: TRANSAMERICA RETIREMENT SOLUTIONS,L Service code 15 · EIN 13-3689044 | Recordkeeping | $37,002 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $4,344 |
Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $3,333 |
SMA SERVICES, INC.4 years Service code 15 · EIN 63-0868034 | Recordkeeping | $2,875 |
SMA SERVICES, INC.3 years Filed as: SMA SERVICES, INC Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,526 | $54,590+27.4% | $81,930-15.1% | $73,488-5.4% |
| Participation rate | 92.9% | 68.3%+24.5pp | 72.0%+20.9pp | 70.7%+22.2pp |
| Annual return | 19.24% | 17.74%+1.5pp | 29.49%-10.2pp | 28.51%-9.3pp |
| Employer contribution / active EE | $3,429 | $1,636+109.6% | $4,310-20.4% | $2,270+51.0% |
| Participant deferral / active EE | $5,293 | $2,759+91.9% | $7,107-25.5% | $3,740+41.5% |
| Admin fee / account holder | $335 | $592-43.5% | $5,158-93.5% | $513-34.8% |