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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $85,576 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RETIREMENT PARTNERS Service code 16 · EIN 99-0292355 | Consulting | $56,400 |
KKDLY LLC7 years Service code 10 · EIN 99-0292355 | Accounting | $19,110 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $122,193 | $50,815+140.5% | $155,509-21.4% | $77,643+57.4% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.25% | 34.80%-20.6pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,420 | $1,993+21.4% | $4,672-48.2% | $2,726-11.2% |
| Participant deferral / active EE | $4,807 | $2,822+70.3% | $5,626-14.6% | $4,647+3.4% |
| Admin fee / account holder | $122 | $437-72.2% | $15,912-99.2% | $430-71.8% |