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 7-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 13-3689044 | Recordkeeping | $35,278 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 94-2279761 | Recordkeeping | $15,815 |
FRSCPA, PLLC1 year Filed as: FRSCPA PLLC Service code 10 · EIN 59-2482214 | Accounting | $3,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,964 | $29,369-72.9% | $77,482-89.7% | $73,409-89.2% |
| Participation rate | 74.0% | 37.9%+36.1pp | 54.2%+19.9pp | 72.2%+1.9pp |
| Annual return | 15.71% | 358.15%-342.4pp | 54.79%-39.1pp | 59.29%-43.6pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $585 | $941-37.9% | $1,861-68.6% | $3,805-84.6% |
| Admin fee / account holder | $124 | $123+1.2% | $2,858-95.7% | $158-21.3% |