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 5-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 Service code 15 · EIN 36-6071399 | Recordkeeping | $26,737 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $26,230 |
TRINITY PENSION CONSULTANTS5+ years Service code 15 · EIN 20-4548831 | Recordkeeping | $2,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,654 | $82,917-34.1% | $103,333-47.1% | $77,643-29.6% |
| Participation rate | 50.2% | 71.6%-21.4pp | 74.5%-24.3pp | 70.6%-20.4pp |
| Annual return | 20.21% | 19.13%+1.1pp | 24.88%-4.7pp | 31.24%-11.0pp |
| Employer contribution / active EE | $1,401 | $3,552-60.5% | $3,868-63.8% | $2,726-48.6% |
| Participant deferral / active EE | $2,790 | $4,108-32.1% | $5,057-44.8% | $4,647-40.0% |
| Admin fee / account holder | $364 | $638-43.0% | $8,355-95.6% | $430-15.5% |