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 6-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 | $100,908 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP 95-2834236 Service code 22 | Insurance Broker | $55,798 |
Filed as: MEISIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $4,535 |
Filed as: PINNACLE FINANCIAL SERVICES, INC Service code 15 · EIN 59-2438373 | Recordkeeping | $2,627 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,328 | $106,028-21.4% | $146,958-43.3% | $77,643+7.3% |
| Participation rate | 84.5% | 78.4%+6.1pp | 82.2%+2.3pp | 70.6%+13.9pp |
| Annual return | 30.21% | 56.73%-26.5pp | 418.34%-388.1pp | 31.24%-1.0pp |
| Employer contribution / active EE | $7,961 | $4,063+95.9% | $4,933+61.4% | $2,726+192.1% |
| Participant deferral / active EE | $12,678 | $7,990+58.7% | $8,070+57.1% | $4,647+172.8% |
| Admin fee / account holder | $346 | $337+2.5% | $12,998-97.3% | $430-19.7% |