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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $80,089 |
CETERA ADVISOR NETWORKS LLC4+ years Service code 22 | Insurance Broker | $46,157 |
AVINTUS4+ years Service code 15 · EIN 04-3682160 | Recordkeeping | $13,550 |
CETERA ADVISOR NETWORKS LLC4+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $5,302 |
Filed as: CETERA ADVISOR NETWORKS, LLC Service code 22 · EIN 95-3845382 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,740 | $62,267+2.4% | $110,238-42.2% | $55,725+14.4% |
| Participation rate | 72.1% | 78.1%-6.0pp | 79.8%-7.7pp | 70.9%+1.2pp |
| Annual return | -2.92% | -1.07%-1.9pp | 314.74%-317.7pp | 244.93%-247.9pp |
| Employer contribution / active EE | $1,150 | $1,941-40.8% | $3,826-69.9% | $2,078-44.7% |
| Participant deferral / active EE | $1,947 | $3,516-44.6% | $4,672-58.3% | $3,356-42.0% |
| Admin fee / account holder | $455 | $121+276.7% | $8,547-94.7% | $115+295.4% |