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 | $48,420 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN INVESMENT PLANNING INC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $20,000 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $5,794 |
SMA SERVICES, INC.5 years Filed as: SMA SERVICES, INC Service code 15 | Recordkeeping | $4,575 |
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 | $61,936 | $50,199+23.4% | $70,092-11.6% | $66,914-7.4% |
| Participation rate | 81.4% | 66.3%+15.1pp | 70.5%+10.9pp | 69.8%+11.6pp |
| Annual return | -17.47% | -13.85%-3.6pp | 190.73%-208.2pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,859 | $1,864+53.4% | $2,559+11.7% | $2,544+12.4% |
| Participant deferral / active EE | $4,761 | $3,112+53.0% | $3,849+23.7% | $4,237+12.4% |
| Admin fee / account holder | $430 | $600-28.3% | $6,267-93.1% | $593-27.5% |