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 | $4,410 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,625 |
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 | $55,485 | $98,750-43.8% | $149,696-62.9% | $79,858-30.5% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 39.28% | 27.43%+11.9pp | 276.60%-237.3pp | 31.71%+7.6pp |
| Employer contribution / active EE | $5,704 | $3,216+77.3% | $4,644+22.8% | $2,471+130.8% |
| Participant deferral / active EE | $13,224 | $5,680+132.8% | $6,842+93.3% | $3,740+253.6% |
| Admin fee / account holder | $51 | $6,053-99.2% | $9,309-99.5% | $5,306-99.0% |