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 6-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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $20,418 |
Filed as: ADMINISTRATIVE FIDUCIARY SERVICES I Service code 31 · EIN 46-2919997 | Named fiduciary | $15,248 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $15,185 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $6,739 |
ANDERSON SMITH WIKE PLLC1 year Service code 10 · EIN 27-1473864 | Accounting | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $19,657 | $82,202-76.1% | $125,339-84.3% | $64,808-69.7% |
| Participation rate | 49.4% | 77.9%-28.4pp | 82.4%-32.9pp | 71.5%-22.0pp |
| Annual return | 32.12% | 3.48%+28.6pp | 572.05%-539.9pp | 32.82%-0.7pp |
| Employer contribution / active EE | $1,385 | $3,615-61.7% | $4,814-71.2% | $2,506-44.7% |
| Participant deferral / active EE | $2,692 | $7,175-62.5% | $7,446-63.8% | $4,310-37.5% |
| Admin fee / account holder | $198 | $163+21.5% | $10,010-98.0% | $188+5.6% |