See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $24,595 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $23,547 |
Filed as: TRANSAMERICA FIN. LIFE INSURANCE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $18,792 |
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,774 |
RPA FINANCIAL LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $4,582 |
DEFINITI LLC4 years Service code 15 · EIN 01-2347890 | Recordkeeping | $1,114 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,609 | $88,083-21.0% | $164,813-57.8% | $74,495-6.6% |
| Participation rate | 98.4% | 73.0%+25.4pp | 78.6%+19.8pp | 67.2%+31.2pp |
| Annual return | 15.54% | 17.26%-1.7pp | 69.93%-54.4pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $4,293 | $2,593+65.6% | $4,341-1.1% | $2,623+63.7% |
| Participant deferral / active EE | $5,099 | $4,498+13.4% | $6,031-15.5% | $4,346+17.3% |
| Admin fee / account holder | $385 | $2,234-82.8% | $12,690-97.0% | $1,942-80.2% |