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 LLC4 years Filed as: CETERA ADVISORS NETWORKS LLC Service code 55 | Other Commissions | $57,035 |
MARCUM LLP3 years Service code 10 155 S. MAIN STE 100 · PROVIDENCE, RI 02903 | Accounting | $10,710 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $10,520 |
CETERA ADVISOR NETWORKS LLC4 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 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,080 | $79,171+79.5% | $102,423+38.7% | $74,495+90.7% |
| Participation rate | 76.1% | 74.8%+1.3pp | 76.5%-0.3pp | 67.2%+8.9pp |
| Annual return | 13.08% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,314 | $2,362-44.4% | $3,023-56.5% | $2,623-49.9% |
| Participant deferral / active EE | $5,919 | $4,415+34.1% | $5,053+17.1% | $4,346+36.2% |
| Admin fee / account holder | $105 | $2,001-94.7% | $9,451-98.9% | $1,942-94.6% |