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 | $48,638 |
FULLER & THALER ASSET MANAGEMENT2+ years Filed as: FULLER LOWENBERY & CO CPAS PC Service code 10 · EIN 20-0066099 | Accounting | $9,500 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $1,106 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $60,555 | $75,183-19.5% | $123,892-51.1% | $55,167+9.8% |
| Participation rate | 42.4% | 72.8%-30.4pp | 81.4%-39.0pp | 69.0%-26.6pp |
| Annual return | 6.36% | 19.01%-12.6pp | 47.52%-41.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $510 | $2,823-81.9% | $4,617-89.0% | $1,963-74.0% |
| Participant deferral / active EE | $2,935 | $5,084-42.3% | $5,984-51.0% | $3,054-3.9% |
| Admin fee / account holder | $868 | $663+31.0% | $8,357-89.6% | $504+72.2% |