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 7-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 FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $61,142 |
CHARLES SCHWAB & CO., INC.4 years Filed as: REA & ASSOCIATES INC Service code 21 · EIN 34-1310124 | Bank Trustee | $1,160 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,359 | $91,407+1.0% | $135,903-32.0% | $71,457+29.3% |
| Participation rate | 99.2% | 75.7%+23.5pp | 81.9%+17.3pp | 67.9%+31.3pp |
| Annual return | 15.77% | 29.90%-14.1pp | 68.23%-52.5pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,388 | $3,703-35.5% | $4,856-50.8% | $2,588-7.7% |
| Participant deferral / active EE | $5,191 | $7,092-26.8% | $7,758-33.1% | $4,289+21.0% |
| Admin fee / account holder | $431 | $1,266-66.0% | $10,762-96.0% | $1,587-72.9% |