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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $19,316 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,146 | $51,620-61.0% | $90,281-77.7% | $65,185-69.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 21.51% | 24.94%-3.4pp | 78.10%-56.6pp | 29.38%-7.9pp |
| Employer contribution / active EE | $2,650 | $2,235+18.6% | $2,854-7.2% | $2,177+21.7% |
| Participant deferral / active EE | $1,985 | $2,871-30.9% | $3,885-48.9% | $3,514-43.5% |
| Admin fee / account holder | $112 | $384-70.9% | $5,351-97.9% | $847-86.8% |