Filed November 17, 2020
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 ADVISOR NETWORKS Service code 15 200 N. PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Recordkeeping | $19,145 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,076 | $104,475+107.8% | $159,436+36.2% | $79,386+173.4% |
| Participation rate | 89.2% | 76.6%+12.6pp | 82.8%+6.3pp | 70.7%+18.5pp |
| Annual return | 23.20% | 67.95%-44.8pp | 263.57%-240.4pp | 116.85%-93.7pp |
| Employer contribution / active EE | $1,813 | $3,417-46.9% | $4,829-62.5% | $2,427-25.3% |
| Participant deferral / active EE | $9,821 | $6,467+51.9% | $7,352+33.6% | $4,046+142.8% |
| Admin fee / account holder | $201 | $711-71.8% | $10,799-98.1% | $626-68.0% |