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 FINANCIAL LIFE INSURA Service code 15 · EIN 36-6071399 | Recordkeeping | $114,202 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 16 · EIN 59-1237041 | Consulting | $48,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,894 | $67,512-58.7% | $185,823-85.0% | $93,030-70.0% |
| Participation rate | 94.6% | 67.1%+27.5pp | 81.7%+12.9pp | 73.9%+20.7pp |
| Annual return | 17.51% | 21.04%-3.5pp | 122.05%-104.5pp | 158.70%-141.2pp |
| Employer contribution / active EE | $513 | $1,783-71.2% | $5,167-90.1% | $2,706-81.0% |
| Participant deferral / active EE | $3,827 | $3,035+26.1% | $5,568-31.3% | $4,562-16.1% |
| Admin fee / account holder | $54 | $318-83.1% | $16,237-99.7% | $152-64.6% |