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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,530 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $3,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $52,925 | $60,545-12.6% | $92,233-42.6% | $69,631-24.0% |
| Participation rate | 42.0% | 72.2%-30.1pp | 76.5%-34.4pp | 70.7%-28.6pp |
| Annual return | 20.98% | 19.71%+1.3pp | 176.28%-155.3pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,679-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,066 | $2,828-26.9% | $3,897-47.0% | $3,224-35.9% |
| Admin fee / account holder | $25 | $145-82.8% | $5,194-99.5% | $110-77.5% |