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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $51,009 |
FULLER & THALER ASSET MANAGEMENT1+ years Filed as: FULLER LOWENBERY & CO CPAS PC Service code 10 · EIN 20-0066099 | Accounting | $10,000 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,400 | $72,177-24.6% | $115,037-52.7% | $59,632-8.8% |
| Participation rate | 56.2% | 72.6%-16.4pp | 81.4%-25.2pp | 68.7%-12.5pp |
| Annual return | -2.13% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $596 | $2,841-79.0% | $4,608-87.1% | $2,203-72.9% |
| Participant deferral / active EE | $3,064 | $4,783-35.9% | $6,026-49.2% | $3,192-4.0% |
| Admin fee / account holder | $897 | $4,927-81.8% | $8,175-89.0% | $4,297-79.1% |