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, LLC3+ years Service code 15 · EIN 77-0536417 | Recordkeeping | $12,853 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,462 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $160 |
Filed as: REALIASTAR Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
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 | $25,462 | $55,453-54.1% | $170,442-85.1% | $62,292-59.1% |
| Participation rate | 89.7% | 66.4%+23.4pp | 83.6%+6.1pp | 69.5%+20.2pp |
| Annual return | 15.35% | 21.38%-6.0pp | 205.93%-190.6pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,646 | $2,164-23.9% | $5,433-69.7% | $2,042-19.4% |
| Participant deferral / active EE | $755 | $2,303-67.2% | $4,939-84.7% | $3,169-76.2% |
| Admin fee / account holder | $53 | $455-88.4% | $13,880-99.6% | $479-89.0% |