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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 15 · EIN 95-3845382 200 N. PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Recordkeeping | $20,282 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,562 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,827 | $84,487+116.4% | $125,339+45.9% | $66,914+173.2% |
| Participation rate | 86.5% | 76.4%+10.0pp | 82.4%+4.1pp | 69.8%+16.6pp |
| Annual return | -17.30% | -8.39%-8.9pp | 572.05%-589.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,923 | $3,553-45.9% | $4,814-60.1% | $2,544-24.4% |
| Participant deferral / active EE | $10,220 | $6,781+50.7% | $7,446+37.3% | $4,237+141.2% |
| Admin fee / account holder | $221 | $685-67.7% | $10,010-97.8% | $593-62.7% |