See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,965 |
Filed as: HEALEY AND ASSOCIATES, INC. Service code 15 · EIN 01-0343875 | Recordkeeping | $1,860 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,806 | $50,199-4.8% | $70,092-31.8% | $66,914-28.6% |
| Participation rate | 80.5% | 66.3%+14.1pp | 70.5%+10.0pp | 69.8%+10.7pp |
| Annual return | -16.06% | -13.85%-2.2pp | 190.73%-206.8pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,193 | $1,864-36.0% | $2,559-53.4% | $2,544-53.1% |
| Participant deferral / active EE | $3,527 | $3,112+13.3% | $3,849-8.4% | $4,237-16.8% |
| Admin fee / account holder | $77 | $600-87.1% | $6,267-98.8% | $593-87.0% |