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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $20,479 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $17,430 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,197 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,142 | $49,915+16.5% | $154,803-62.4% | $74,304-21.8% |
| Participation rate | 98.1% | 54.0%+44.2pp | 78.1%+20.1pp | 60.3%+37.8pp |
| Annual return | 15.74% | 34.06%-18.3pp | 58.88%-43.1pp | 29.43%-13.7pp |
| Employer contribution / active EE | $6,708 | $1,611+316.3% | $4,305+55.8% | $2,241+199.3% |
| Participant deferral / active EE | $1,615 | $2,255-28.4% | $5,540-70.8% | $3,767-57.1% |
| Admin fee / account holder | $397 | $2,189-81.9% | $14,329-97.2% | $2,969-86.6% |