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 4-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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $97,170 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 22 | Insurance Broker | $62,503 |
DWC - THE 401(K) EXPERTS3 years Service code 15 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Recordkeeping | $11,630 |
LPL FINANCIAL3 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,181 | $106,028-61.2% | $146,958-72.0% | $77,643-47.0% |
| Participation rate | 59.2% | 78.4%-19.1pp | 82.2%-22.9pp | 70.6%-11.3pp |
| Annual return | 15.24% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,683 | $4,063-34.0% | $4,933-45.6% | $2,726-1.6% |
| Participant deferral / active EE | $4,474 | $7,990-44.0% | $8,070-44.6% | $4,647-3.7% |
| Admin fee / account holder | $343 | $337+1.7% | $12,998-97.4% | $430-20.3% |