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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $74,606 |
LPL FINANCIAL6 years Filed as: LION STREET FINANCIAL, LLC Service code 22 · EIN 80-0842559 | Insurance Broker | $34,907 |
Filed as: CLEARVIEW FINANCIAL PARTNERS Service code 16 · EIN 82-1371805 | Consulting | $13,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,793 | $106,110-57.8% | $147,005-69.5% | $77,671-42.3% |
| Participation rate | 32.7% | 78.4%-45.7pp | 82.2%-49.4pp | 70.6%-37.8pp |
| Annual return | 12.01% | 56.77%-44.8pp | 418.76%-406.8pp | 31.21%-19.2pp |
| Employer contribution / active EE | $469 | $4,065-88.5% | $4,934-90.5% | $2,726-82.8% |
| Participant deferral / active EE | $2,520 | $7,992-68.5% | $8,070-68.8% | $4,648-45.8% |
| Admin fee / account holder | $266 | $338-21.3% | $13,006-98.0% | $430-38.2% |