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 |
|---|---|---|
ATR, INC.3+ years Service code 15 · EIN 23-2624667 | Recordkeeping | $1,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $160 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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 | $56,666 | $80,753-29.8% | $136,294-58.4% | $62,292-9.0% |
| Participation rate | 98.5% | 73.5%+25.0pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 18.68% | 35.83%-17.1pp | 5155.94%-5137.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $2,232 | $2,884-22.6% | $4,695-52.5% | $2,042+9.3% |
| Participant deferral / active EE | $7,720 | $5,164+49.5% | $6,247+23.6% | $3,169+143.6% |
| Admin fee / account holder | $7 | $525-98.7% | $9,243-99.9% | $479-98.6% |