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 10-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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $102,460 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $35,291 |
DEFINITI LLC4 years Filed as: DEFINITI, LLC Service code 15 · EIN 80-0833363 | Recordkeeping | $28,713 |
RPA FINANCIAL LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $9,994 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $6,318 |
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 | $87,403 | $47,126+85.5% | $149,673-41.6% | $74,419+17.4% |
| Participation rate | 99.5% | 63.4%+36.1pp | 78.8%+20.7pp | 70.7%+28.8pp |
| Annual return | 15.59% | 22.75%-7.2pp | 134.42%-118.8pp | 34.38%-18.8pp |
| Employer contribution / active EE | $5,832 | $1,905+206.1% | $4,818+21.0% | $2,637+121.1% |
| Participant deferral / active EE | $4,750 | $2,728+74.1% | $5,680-16.4% | $4,528+4.9% |
| Admin fee / account holder | $330 | $343-3.8% | $13,210-97.5% | $348-5.2% |