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 9-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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $129,193 |
TEMPLETON & COMPANY LLP4 years Service code 10 · EIN 14-1918900 | Accounting | $19,500 |
Filed as: PINNACLE FINANCIAL SERVICES, INC Service code 15 · EIN 59-2438373 | Recordkeeping | $11,049 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $6,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $104,726 | $60,323+73.6% | $81,812+28.0% | $74,495+40.6% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.34% | 16.90%-4.6pp | 773.79%-761.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $4,889 | $2,620+86.6% | $2,912+67.9% | $2,623+86.4% |
| Participant deferral / active EE | $6,136 | $3,387+81.1% | $4,319+42.1% | $4,346+41.2% |
| Admin fee / account holder | $937 | $1,486-36.9% | $7,386-87.3% | $1,942-51.7% |