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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $53,993 |
Filed as: FULLER LOWENBERG & CO CPA PC Service code 10 · EIN 20-0066099 | Accounting | $9,800 |
CETERA ADVISOR NETWORKS LLC4+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $1,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,818 | $73,102-1.8% | $123,544-41.9% | $56,287+27.6% |
| Participation rate | 41.2% | 74.3%-33.1pp | 82.3%-41.1pp | 69.9%-28.6pp |
| Annual return | 0.28% | 3.01%-2.7pp | 119.20%-118.9pp | -9.96%+10.2pp |
| Employer contribution / active EE | $513 | $2,977-82.8% | $4,628-88.9% | $2,111-75.7% |
| Participant deferral / active EE | $2,871 | $5,423-47.1% | $6,426-55.3% | $3,350-14.3% |
| Admin fee / account holder | $851 | $554+53.6% | $9,284-90.8% | $521+63.3% |