See peer percentile detail. $4.99 for your first month.
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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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $39,429 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $5,289 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,943 | $39,948-2.5% | $89,391-56.4% | $73,409-47.0% |
| Participation rate | 47.5% | 50.4%-2.9pp | 68.0%-20.4pp | 72.2%-24.6pp |
| Annual return | 36.06% | 50.12%-14.1pp | 245.62%-209.6pp | 59.29%-23.2pp |
| Employer contribution / active EE | $1,350 | $1,200+12.5% | $2,586-47.8% | $2,234-39.6% |
| Participant deferral / active EE | $2,703 | $2,193+23.3% | $3,890-30.5% | $3,805-29.0% |
| Admin fee / account holder | $238 | $134+77.0% | $4,881-95.1% | $158+50.4% |