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 | $59,602 |
Filed as: FULLER LOWENBERG & CO CPAS PC Service code 10 · EIN 30-0588666 | Accounting | $21,500 |
CETERA ADVISOR NETWORKS LLC8+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $1,940 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $73,078 | $84,487-13.5% | $125,339-41.7% | $66,914+9.2% |
| Participation rate | 57.5% | 76.4%-18.9pp | 82.4%-24.8pp | 69.8%-12.3pp |
| Annual return | -19.32% | -8.39%-10.9pp | 572.05%-591.4pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,079 | $3,553-69.6% | $4,814-77.6% | $2,544-57.6% |
| Participant deferral / active EE | $5,623 | $6,781-17.1% | $7,446-24.5% | $4,237+32.7% |
| Admin fee / account holder | $780 | $685+13.8% | $10,010-92.2% | $593+31.4% |