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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,545 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $3,209 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,900 | $69,305-71.3% | $82,313-75.8% | $69,631-71.4% |
| Participation rate | 77.3% | 80.3%-3.0pp | 76.9%+0.4pp | 70.7%+6.6pp |
| Annual return | 15.28% | 21.47%-6.2pp | 25.88%-10.6pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $640 | $1,887-66.1% | $2,428-73.6% | $2,032-68.5% |
| Participant deferral / active EE | $2,024 | $3,568-43.3% | $3,706-45.4% | $3,224-37.2% |
| Admin fee / account holder | $10 | $97-89.5% | $5,608-99.8% | $110-90.8% |