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, LLC Service code 55 | Other Commissions | $36,803 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,650 |
Service code 55 2301 ROSECRANS AVE, #5100 · EL SEGUNDA, CA 902455670 | Other Commissions | $0 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,293 | $71,883+60.4% | $86,677+33.0% | $68,494+68.3% |
| Participation rate | 85.0% | 72.2%+12.8pp | 76.6%+8.4pp | 67.9%+17.1pp |
| Annual return | -17.54% | 3.52%-21.1pp | 35.91%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,318 | $2,173+6.7% | $2,836-18.3% | $2,596-10.7% |
| Participant deferral / active EE | $4,927 | $3,779+30.4% | $4,656+5.8% | $4,027+22.3% |
| Admin fee / account holder | $39 | $6,112-99.4% | $7,493-99.5% | $5,403-99.3% |