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 |
|---|---|---|
BENTOAK CAPITAL1 year Service code 27 · EIN 47-2206045 | Advisory (Plan) | $55,768 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,628 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $9,110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,036 | $59,417+4.4% | $93,606-33.7% | $74,495-16.7% |
| Participation rate | 87.1% | 59.7%+27.4pp | 68.7%+18.4pp | 67.2%+19.9pp |
| Annual return | 10.78% | 81.83%-71.1pp | 133.20%-122.4pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,471 | $1,264+16.4% | $2,420-39.2% | $2,623-43.9% |
| Participant deferral / active EE | $5,035 | $3,050+65.1% | $4,411+14.1% | $4,346+15.9% |
| Admin fee / account holder | $31 | $3,021-99.0% | $8,285-99.6% | $1,942-98.4% |