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 8-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 |
|---|---|---|
DWC - THE 401(K) EXPERTS4 years Filed as: DWC THE 401(K) EXPERTS Service code 15 · EIN 26-2091417 P.O. BOX 241267 · ST. PAUL, MN 55124 | Recordkeeping | $10,798 |
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $3,077 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 5707 SOUTHWEST PARKWAY, BLDG. 2 · AUSTIN, TX 78735 | Advisory (Plan) | $2,718 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $92 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,428 | $106,028-98.7% | $146,958-99.0% | $77,643-98.2% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.5pp | 70.6%+27.1pp |
| Annual return | 7.44% | 56.73%-49.3pp | 418.34%-410.9pp | 31.24%-23.8pp |
| Employer contribution / active EE | $299 | $4,063-92.7% | $4,933-93.9% | $2,726-89.0% |
| Participant deferral / active EE | $13 | $7,990-99.8% | $8,070-99.8% | $4,647-99.7% |
| Admin fee / account holder | $43 | $337-87.3% | $12,998-99.7% | $430-90.0% |