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 |
|---|---|---|
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $11,955 |
Filed as: TRANSAMERICA LIFE INS COMPANY Service code 15 · EIN 39-0989781 11111 SAMTA MONICA BLVD · LOS ANGELES, CA 90025 | Recordkeeping | $6,813 |
STALKER & ASSOCIATES, INC.6 years Filed as: STALKER AND ASSOCIATES Service code 15 · EIN 23-2756743 301 S STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $5,063 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA FINANCIAL Service code 22 · EIN 30-0588666 | Insurance Broker | $0 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA FINANCIAL GROUP Service code 22 | Insurance Broker | $0 |
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 | $38,305 | $47,722-19.7% | $82,719-53.7% | $64,808-40.9% |
| Participation rate | 89.3% | 67.6%+21.7pp | 72.6%+16.8pp | 71.5%+17.9pp |
| Annual return | -18.16% | -13.05%-5.1pp | 701.18%-719.3pp | 32.82%-51.0pp |
| Employer contribution / active EE | $1,993 | $2,179-8.5% | $3,009-33.8% | $2,506-20.5% |
| Participant deferral / active EE | $5,439 | $3,329+63.4% | $4,395+23.7% | $4,310+26.2% |
| Admin fee / account holder | $33 | $143-77.0% | $5,329-99.4% | $188-82.5% |