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 ADVISORS NETWORKS LLC Service code 55 | Other Commissions | $27,866 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 55 699 WALNUT STREET STE 1350 · DES MOINES, IA 50309 | Other Commissions | $20,091 |
ADP BROKER-DEALER7+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $9,000 |
Filed as: SENTINEL BENEFITS GROUP Service code 13 55 WAKERS BROOK DRIVE · READING, MA 01867 | Contract Administrator | $1,200 |
Service code 55 2301 ROSECRANS AVE. #5100 · GLASTONBURY, CT 06033 | Other Commissions | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,612 | $84,936+62.0% | $111,297+23.6% | $79,386+73.3% |
| Participation rate | 87.9% | 75.9%+12.0pp | 77.3%+10.6pp | 70.7%+17.2pp |
| Annual return | 12.66% | 17.45%-4.8pp | 54.65%-42.0pp | 116.85%-104.2pp |
| Employer contribution / active EE | $1,298 | $1,979-34.4% | $2,731-52.5% | $2,427-46.5% |
| Participant deferral / active EE | $5,921 | $3,888+52.3% | $4,487+32.0% | $4,046+46.4% |
| Admin fee / account holder | $42 | $537-92.2% | $7,964-99.5% | $626-93.3% |