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 8-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 RETIREMENT SOLOUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $41,949 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS Service code 22 | Insurance Broker | $22,009 |
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $11,055 |
Filed as: CETERA ADVISORS LLC Service code 22 · EIN 84-0858799 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,766 | $85,135-72.1% | $98,907-76.0% | $73,409-67.6% |
| Participation rate | 90.3% | 81.1%+9.1pp | 76.0%+14.2pp | 72.2%+18.1pp |
| Annual return | 25.93% | 19.14%+6.8pp | 196.43%-170.5pp | 59.29%-33.4pp |
| Employer contribution / active EE | $2,417 | $2,721-11.2% | $2,689-10.1% | $2,234+8.2% |
| Participant deferral / active EE | $3,017 | $4,349-30.6% | $4,244-28.9% | $3,805-20.7% |
| Admin fee / account holder | $223 | $139+60.4% | $6,642-96.6% | $158+41.5% |