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 | $22,599 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,623 | $66,124-62.8% | $90,404-72.8% | $73,488-66.5% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 13.34% | 17.65%-4.3pp | 1293.02%-1279.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $2,805 | $2,346+19.5% | $3,262-14.0% | $2,270+23.6% |
| Participant deferral / active EE | $2,142 | $3,039-29.5% | $3,963-46.0% | $3,740-42.7% |
| Admin fee / account holder | $136 | $396-65.6% | $5,611-97.6% | $513-73.5% |