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 | $34,220 |
LPL FINANCIAL4+ years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,612 | $40,522-31.9% | $84,611-67.4% | $67,579-59.1% |
| Participation rate | 32.1% | 51.1%-19.0pp | 68.2%-36.2pp | 71.3%-39.2pp |
| Annual return | 33.05% | 32.72%+0.3pp | 258.74%-225.7pp | 378.56%-345.5pp |
| Employer contribution / active EE | $571 | $1,146-50.2% | $2,652-78.5% | $2,148-73.4% |
| Participant deferral / active EE | $1,690 | $2,132-20.7% | $3,899-56.7% | $3,539-52.3% |
| Admin fee / account holder | $233 | $145+60.2% | $4,912-95.3% | $142+63.6% |