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 FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $185,029 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $86,122 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $6,833 |
Service code 27 · EIN 37-1202099 | Advisory (Plan) | $3,534 |
PROPARTNERS WEALTH LLC1 year Service code 27 · EIN 82-4891284 | Advisory (Plan) | $271 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,207 | $95,388-79.9% | $125,339-84.7% | $77,904-75.3% |
| Participation rate | 46.1% | 78.6%-32.5pp | 82.4%-36.3pp | 73.7%-27.6pp |
| Annual return | 41.14% | 116.19%-75.0pp | 572.05%-530.9pp | 12.21%+28.9pp |
| Employer contribution / active EE | $1,274 | $3,666-65.3% | $4,814-73.5% | $2,848-55.3% |
| Participant deferral / active EE | $2,608 | $7,711-66.2% | $7,446-65.0% | $4,806-45.7% |
| Admin fee / account holder | $188 | $119+58.4% | $10,010-98.1% | $133+42.1% |