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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,090 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION 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 | $54,170 | $61,660-12.1% | $80,019-32.3% | $64,186-15.6% |
| Participation rate | 97.6% | 71.7%+25.9pp | 75.8%+21.7pp | 69.6%+28.0pp |
| Annual return | -2.40% | -0.33%-2.1pp | 11.22%-13.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $3,498 | $1,810+93.2% | $2,468+41.7% | $2,381+46.9% |
| Participant deferral / active EE | $2,064 | $2,968-30.5% | $3,686-44.0% | $3,470-40.5% |
| Admin fee / account holder | $24 | $5,417-99.6% | $6,521-99.6% | $4,888-99.5% |