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: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,154 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $13,543 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $3,071 |
PENSION INC.1 year Filed as: PENSION INC Service code 15 · EIN 39-1955089 | Recordkeeping | $2,475 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $878 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,462 | $65,435-39.7% | $86,677-54.5% | $66,914-41.0% |
| Participation rate | 91.2% | 75.5%+15.8pp | 76.6%+14.7pp | 69.8%+21.4pp |
| Annual return | -17.77% | -10.89%-6.9pp | 35.91%-53.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,331 | $2,153+8.3% | $2,836-17.8% | $2,544-8.4% |
| Participant deferral / active EE | $4,763 | $4,100+16.1% | $4,656+2.3% | $4,237+12.4% |
| Admin fee / account holder | $440 | $642-31.5% | $7,493-94.1% | $593-25.9% |