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 4-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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $35,639 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $26,956 |
Service code 15 · EIN 45-1484983 | Recordkeeping | $22,266 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,513 | $66,098-11.5% | $101,794-42.5% | $74,304-21.3% |
| Participation rate | 81.2% | 53.8%+27.4pp | 69.2%+12.0pp | 60.3%+20.8pp |
| Annual return | 16.12% | 19.59%-3.5pp | 30.53%-14.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,343 | $1,082+116.6% | $2,289+2.4% | $2,241+4.5% |
| Participant deferral / active EE | $4,896 | $2,781+76.0% | $4,084+19.9% | $3,767+30.0% |
| Admin fee / account holder | $585 | $4,146-85.9% | $8,777-93.3% | $2,969-80.3% |