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 |
|---|---|---|
LPL FINANCIAL5+ years Service code 22 · EIN 95-2834236 | Insurance Broker | $16,473 |
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $12,375 |
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 | $27,219 | $51,620-47.3% | $90,281-69.9% | $65,185-58.2% |
| Participation rate | 88.8% | 68.6%+20.1pp | 73.3%+15.5pp | 70.2%+18.6pp |
| Annual return | 15.92% | 24.94%-9.0pp | 78.10%-62.2pp | 29.38%-13.5pp |
| Employer contribution / active EE | $558 | $2,235-75.0% | $2,854-80.4% | $2,177-74.3% |
| Participant deferral / active EE | $958 | $2,871-66.6% | $3,885-75.4% | $3,514-72.7% |
| Admin fee / account holder | $55 | $384-85.8% | $5,351-99.0% | $847-93.6% |