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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $14,073 |
LPL FINANCIAL1+ years 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 | $32,080 | $41,854-23.4% | $73,843-56.6% | $52,331-38.7% |
| Participation rate | 75.4% | 66.2%+9.1pp | 73.4%+1.9pp | 68.1%+7.2pp |
| Annual return | -0.84% | 2.11%-3.0pp | 2267.84%-2268.7pp | 4.54%-5.4pp |
| Employer contribution / active EE | $603 | $1,920-68.6% | $2,787-78.4% | $1,882-67.9% |
| Participant deferral / active EE | $1,069 | $2,498-57.2% | $3,583-70.2% | $3,022-64.6% |
| Admin fee / account holder | $96 | $493-80.5% | $4,880-98.0% | $592-83.8% |