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: KARLIN KERSCHNER SHARPE AND CO Service code 10 · EIN 36-3670769 | Accounting | $5,921 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,460 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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 | $63,490 | $67,411-5.8% | $91,001-30.2% | $70,131-9.5% |
| Participation rate | 94.0% | 71.4%+22.6pp | 75.6%+18.4pp | 69.5%+24.4pp |
| Annual return | 13.85% | -40.16%+54.0pp | 4.60%+9.3pp | 73.14%-59.3pp |
| Employer contribution / active EE | $3,584 | $1,786+100.7% | $2,456+46.0% | $2,342+53.0% |
| Participant deferral / active EE | $2,091 | $2,823-25.9% | $3,547-41.1% | $3,332-37.2% |
| Admin fee / account holder | $96 | $4,236-97.7% | $5,417-98.2% | $4,645-97.9% |