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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,601 |
LPL FINANCIAL3 years Filed as: LPL FINANCIALS Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,247 | $43,133+67.5% | $89,391-19.2% | $73,488-1.7% |
| Participation rate | 64.7% | 55.0%+9.7pp | 68.0%-3.3pp | 70.7%-6.0pp |
| Annual return | 11.90% | 135.66%-123.8pp | 245.62%-233.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $783 | $1,438-45.6% | $2,586-69.7% | $2,270-65.5% |
| Participant deferral / active EE | $2,770 | $2,445+13.3% | $3,890-28.8% | $3,740-25.9% |
| Admin fee / account holder | $185 | $444-58.3% | $4,881-96.2% | $513-63.9% |