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 Service code 15 · EIN 36-6071399 | Recordkeeping | $11,720 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP Service code 22 · EIN 95-2834236 | Insurance Broker | $239 |
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 | $35,088 | $66,124-46.9% | $90,404-61.2% | $73,488-52.3% |
| Participation rate | 79.4% | 69.7%+9.7pp | 72.7%+6.7pp | 70.7%+8.7pp |
| Annual return | 13.15% | 17.65%-4.5pp | 1293.02%-1279.9pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,538 | $2,346-34.4% | $3,262-52.8% | $2,270-32.2% |
| Participant deferral / active EE | $1,106 | $3,039-63.6% | $3,963-72.1% | $3,740-70.4% |
| Admin fee / account holder | $57 | $396-85.6% | $5,611-99.0% | $513-88.9% |