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 9-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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $7,436 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $5,091 |
LPL FINANCIAL6+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,588 | $73,867-73.5% | $143,757-86.4% | $68,494-71.4% |
| Participation rate | 53.9% | 66.7%-12.7pp | 80.3%-26.4pp | 67.9%-13.9pp |
| Annual return | -18.63% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,058 | $3,184-66.8% | $4,951-78.6% | $2,596-59.3% |
| Participant deferral / active EE | $2,681 | $3,384-20.8% | $5,637-52.4% | $4,027-33.4% |
| Admin fee / account holder | $216 | $5,755-96.2% | $14,673-98.5% | $5,403-96.0% |