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 |
|---|---|---|
ALL VALLEY ADMINISTRATORS, LLC2+ years Service code 15 · EIN 77-0536717 | Recordkeeping | $14,479 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $190 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Filed as: REALIASTAR Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,506 | $46,732-54.0% | $156,549-86.3% | $55,167-61.0% |
| Participation rate | 84.3% | 65.8%+18.5pp | 84.0%+0.2pp | 69.0%+15.3pp |
| Annual return | 6.06% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,292 | $2,105-38.6% | $5,501-76.5% | $1,963-34.2% |
| Participant deferral / active EE | $638 | $2,204-71.0% | $4,871-86.9% | $3,054-79.1% |
| Admin fee / account holder | $59 | $418-86.0% | $13,027-99.5% | $504-88.3% |