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 7-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 |
|---|---|---|
Service code 16 · EIN 47-1411118 | Consulting | $28,099 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $18,649 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $990 |
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 | $59,554 | $136,307-56.3% | $177,821-66.5% | $73,488-19.0% |
| Participation rate | 78.9% | 86.1%-7.2pp | 87.7%-8.9pp | 70.7%+8.2pp |
| Annual return | 30.63% | 18.68%+11.9pp | 48.32%-17.7pp | 28.51%+2.1pp |
| Employer contribution / active EE | $5,191 | $3,712+39.8% | $5,918-12.3% | $2,270+128.7% |
| Participant deferral / active EE | $11,305 | $5,829+94.0% | $7,714+46.6% | $3,740+202.3% |
| Admin fee / account holder | $236 | $596-60.3% | $12,427-98.1% | $513-53.9% |