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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $65,681 |
CETERA ADVISOR NETWORKS LLC7+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $2,565 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,507 | $105,181+2.2% | $159,436-32.6% | $85,850+25.2% |
| Participation rate | 90.1% | 75.8%+14.3pp | 82.8%+7.3pp | 69.3%+20.8pp |
| Annual return | 9.60% | 45.07%-35.5pp | 263.57%-254.0pp | 318.53%-308.9pp |
| Employer contribution / active EE | $1,554 | $3,318-53.2% | $4,829-67.8% | $2,565-39.4% |
| Participant deferral / active EE | $7,998 | $5,945+34.5% | $7,352+8.8% | $3,952+102.4% |
| Admin fee / account holder | $746 | $6,933-89.2% | $10,799-93.1% | $6,260-88.1% |