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 | $47,984 |
LINCOLN NATIONAL CORPORATION4 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) | $8,360 |
SMA SERVICES, INC.7 years Filed as: SMA SERVICES, INC Service code 15 · EIN 15-0868034 | Recordkeeping | $3,925 |
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 | $85,700 | $62,127+37.9% | $81,382+5.3% | $74,495+15.0% |
| Participation rate | 78.0% | 64.0%+14.0pp | 69.5%+8.6pp | 67.2%+10.8pp |
| Annual return | 12.81% | 16.48%-3.7pp | 24.73%-11.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,606 | $1,882+38.5% | $2,463+5.8% | $2,623-0.6% |
| Participant deferral / active EE | $5,277 | $3,229+63.4% | $3,883+35.9% | $4,346+21.4% |
| Admin fee / account holder | $414 | $1,934-78.6% | $5,768-92.8% | $1,942-78.7% |