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 LLC3 years Filed as: CETERA ADVISORS NETWORKS LLC Service code 55 | Other Commissions | $47,856 |
MARCUM LLP2 years Service code 10 155 S. MAIN STE 100 · PROVIDENCE, RI 02903 | Accounting | $21,210 |
ADP BROKER-DEALER9+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $14,840 |
CETERA ADVISOR NETWORKS LLC3 years Service code 55 2301 ROSECRANS AVE. #5100 · GLASTONBURY, CT 06033 | Other Commissions | $0 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST 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 | $139,186 | $76,050+83.0% | $96,544+44.2% | $71,457+94.8% |
| Participation rate | 75.2% | 74.4%+0.8pp | 76.0%-0.7pp | 67.9%+7.3pp |
| Annual return | 17.05% | 22.81%-5.8pp | 25.84%-8.8pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,316 | $2,244-41.3% | $2,965-55.6% | $2,588-49.1% |
| Participant deferral / active EE | $6,069 | $4,215+44.0% | $4,851+25.1% | $4,289+41.5% |
| Admin fee / account holder | $183 | $2,707-93.2% | $8,252-97.8% | $1,587-88.5% |