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 | $61,728 |
Filed as: FULLER LOWENBERG & CO CPA PC Service code 10 · EIN 20-0066099 | Accounting | $10,000 |
CETERA ADVISOR NETWORKS LLC5+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $1,938 |
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.
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 | $82,807 | $89,652-7.6% | $141,162-41.3% | $65,185+27.0% |
| Participation rate | 51.9% | 74.7%-22.8pp | 82.5%-30.6pp | 70.2%-18.3pp |
| Annual return | 17.95% | 32.79%-14.8pp | 71.39%-53.4pp | 29.38%-11.4pp |
| Employer contribution / active EE | $768 | $3,065-75.0% | $4,735-83.8% | $2,177-64.7% |
| Participant deferral / active EE | $3,892 | $5,691-31.6% | $6,709-42.0% | $3,514+10.8% |
| Admin fee / account holder | $875 | $569+53.9% | $10,261-91.5% | $847+3.3% |