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 | $51,361 |
LINCOLN NATIONAL CORPORATION3 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.6 years Filed as: SMA SERVICES, INC Service code 15 · EIN 15-0868034 | Recordkeeping | $4,475 |
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 | $77,043 | $56,423+36.5% | $77,163-0.2% | $71,457+7.8% |
| Participation rate | 76.6% | 64.3%+12.3pp | 69.6%+7.0pp | 67.9%+8.7pp |
| Annual return | 16.07% | 19.05%-3.0pp | 37.87%-21.8pp | 28.85%-12.8pp |
| Employer contribution / active EE | $3,009 | $1,866+61.3% | $2,535+18.7% | $2,588+16.3% |
| Participant deferral / active EE | $5,042 | $3,142+60.5% | $3,833+31.5% | $4,289+17.6% |
| Admin fee / account holder | $445 | $1,429-68.8% | $5,472-91.9% | $1,587-71.9% |