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 | $11,548 |
Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $0 |
MY GROUP LLC1 year Filed as: SI GROUP Service code 15 · EIN 99-0242337 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $16,716 | $31,388-46.7% | $73,545-77.3% | $62,292-73.2% |
| Participation rate | 63.0% | 39.9%+23.2pp | 54.9%+8.1pp | 69.5%-6.5pp |
| Annual return | 18.67% | 25.34%-6.7pp | -15.16%+33.8pp | 28.90%-10.2pp |
| Employer contribution / active EE | $688 | $498+38.2% | $1,219-43.5% | $2,042-66.3% |
| Participant deferral / active EE | $1,352 | $1,028+31.5% | $1,806-25.1% | $3,169-57.3% |
| Admin fee / account holder | $92 | $299-69.4% | $2,320-96.0% | $479-80.9% |