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 INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $9,094 |
Service code 15 · EIN 56-1721260 | Recordkeeping | $840 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,071 | $77,634+75.3% | $156,549-13.1% | $62,891+116.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.56% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $5,351 | $3,444+55.4% | $5,501-2.7% | $2,281+134.6% |
| Participant deferral / active EE | $5,821 | $3,045+91.1% | $4,871+19.5% | $3,203+81.7% |
| Admin fee / account holder | $1,083 | $5,561-80.5% | $13,027-91.7% | $4,296-74.8% |