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: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $9,340 |
LPL FINANCIAL4 years Service code 28 · EIN 95-2834236 | Investment Management | $5,920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,257 | $56,767+166.5% | $101,794+48.6% | $85,563+76.8% |
| Participation rate | 93.9% | 57.6%+36.3pp | 69.2%+24.7pp | 66.0%+27.9pp |
| Annual return | 16.13% | 17.76%-1.6pp | 30.53%-14.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $2,149 | $1,112+93.2% | $2,289-6.1% | $2,654-19.0% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $15 | $1,098-98.7% | $8,777-99.8% | $834-98.3% |