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 | $2,702 |
LPL FINANCIAL6+ years Service code 16 · EIN 95-2834236 | Consulting | $1,408 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $185,848 | $86,286+115.4% | $111,297+67.0% | $85,850+116.5% |
| Participation rate | 81.3% | 73.3%+7.9pp | 77.3%+3.9pp | 69.3%+11.9pp |
| Annual return | 6.73% | 19.99%-13.3pp | 54.65%-47.9pp | 318.53%-311.8pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,365 | $3,641+19.9% | $4,487-2.7% | $3,952+10.5% |
| Admin fee / account holder | $38 | $8,188-99.5% | $7,964-99.5% | $6,260-99.4% |