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: INDEPENDENT FINANCIAL GROUP Service code 22 | Insurance Broker | $2,153 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 6400 C. STREET SW · CEDAR RAPIDS, IA 52499 | Recordkeeping | $217 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 4707 EXECUTIVE DR. · SAN DIEGO, CA 921213091 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,240 | $77,660+44.5% | $109,143+2.8% | $79,386+41.4% |
| Participation rate | 99.3% | 67.8%+31.5pp | 75.9%+23.4pp | 70.7%+28.6pp |
| Annual return | 11.43% | 23.44%-12.0pp | 25.75%-14.3pp | 116.85%-105.4pp |
| Employer contribution / active EE | $7,472 | $2,797+167.1% | $3,722+100.8% | $2,427+207.8% |
| Participant deferral / active EE | $6,082 | $3,518+72.9% | $4,653+30.7% | $4,046+50.3% |
| Admin fee / account holder | $1 | $732-99.8% | $6,752-100.0% | $626-99.8% |