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 | $22,181 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL CORPORATION 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 | $17,755 | $51,197-65.3% | $82,719-78.5% | $66,914-73.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -11.75% | -9.64%-2.1pp | 701.18%-712.9pp | 1.58%-13.3pp |
| Employer contribution / active EE | $2,337 | $2,611-10.5% | $3,009-22.3% | $2,544-8.2% |
| Participant deferral / active EE | $2,474 | $3,458-28.4% | $4,395-43.7% | $4,237-41.6% |
| Admin fee / account holder | $119 | $416-71.3% | $5,329-97.8% | $593-79.9% |