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 | $24,608 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,123 | $58,264-63.7% | $86,612-75.6% | $71,457-70.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 12.73% | 21.63%-8.9pp | 591.07%-578.3pp | 28.85%-16.1pp |
| Employer contribution / active EE | $3,151 | $2,574+22.4% | $3,022+4.3% | $2,588+21.8% |
| Participant deferral / active EE | $2,634 | $3,436-23.3% | $4,438-40.6% | $4,289-38.6% |
| Admin fee / account holder | $126 | $1,057-88.1% | $5,614-97.8% | $1,587-92.0% |