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 | $59,138 |
Filed as: FULLER LOWENBERG & CO CPA PC Service code 10 · EIN 20-0066099 | Accounting | $10,250 |
CETERA ADVISOR NETWORKS LLC6+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $2,492 |
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 | $96,266 | $99,957-3.7% | $149,696-35.7% | $73,488+31.0% |
| Participation rate | 51.1% | 75.7%-24.6pp | 82.5%-31.4pp | 70.7%-19.6pp |
| Annual return | 23.72% | 53.87%-30.1pp | 276.60%-252.9pp | 28.51%-4.8pp |
| Employer contribution / active EE | $702 | $3,191-78.0% | $4,644-84.9% | $2,270-69.1% |
| Participant deferral / active EE | $4,125 | $6,073-32.1% | $6,842-39.7% | $3,740+10.3% |
| Admin fee / account holder | $789 | $551+43.2% | $9,309-91.5% | $513+53.7% |