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 |
|---|---|---|
Service code 15 · EIN 31-1299207 | Recordkeeping | $1,727 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,330 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $1,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,028 | $51,466-6.7% | $78,778-39.0% | $62,292-22.9% |
| Participation rate | 43.3% | 59.8%-16.4pp | 69.2%-25.8pp | 69.5%-26.2pp |
| Annual return | 14.14% | 19.96%-5.8pp | 35.62%-21.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $141 | $827-83.0% | $1,986-92.9% | $2,042-93.1% |
| Participant deferral / active EE | $2,661 | $2,147+23.9% | $2,958-10.0% | $3,169-16.0% |
| Admin fee / account holder | $36 | $489-92.7% | $5,134-99.3% | $479-92.5% |