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 RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $28,683 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $1,014 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $39,553 | $48,570-18.6% | $130,648-69.7% | $72,985-45.8% |
| Participation rate | 87.9% | 58.6%+29.3pp | 71.7%+16.2pp | 69.5%+18.4pp |
| Annual return | 18.33% | 38.63%-20.3pp | 1708.96%-1690.6pp | 81.00%-62.7pp |
| Employer contribution / active EE | $416 | $1,334-68.8% | $4,092-89.8% | $2,440-83.0% |
| Participant deferral / active EE | $3,202 | $2,384+34.3% | $3,603-11.1% | $3,607-11.2% |
| Admin fee / account holder | $237 | $3,549-93.3% | $5,464-95.7% | $5,124-95.4% |