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: CETERA Service code 27 P.O. BOX 293 · ST. CLOUD, MN 56301 | Advisory (Plan) | $12,709 |
AMERICAN FUNDS1 year Service code 64 · EIN 95-6817943 P.O.BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,156 | $65,561-64.7% | $86,188-73.1% | $75,163-69.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.40% | 46.05%-30.7pp | 1168.45%-1153.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $4,110 | $1,553+164.7% | $2,380+72.7% | $2,670+53.9% |
| Participant deferral / active EE | $2,573 | $3,024-14.9% | $3,985-35.4% | $4,125-37.6% |
| Admin fee / account holder | $137 | $5,474-97.5% | $6,852-98.0% | $5,651-97.6% |