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 | $1,260 |
LPL FINANCIAL4+ years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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 | $142,800 | $65,376+118.4% | $87,100+63.9% | $65,185+119.1% |
| Participation rate | 81.1% | 75.3%+5.8pp | 76.9%+4.2pp | 70.2%+10.9pp |
| Annual return | 17.78% | 31.27%-13.5pp | 28.19%-10.4pp | 29.38%-11.6pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,375 | $3,388+29.1% | $4,049+8.1% | $3,514+24.5% |
| Admin fee / account holder | $11 | $520-97.9% | $7,497-99.9% | $847-98.7% |