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 ADVISOR NETWORKS, LLC Service code 55 | Other Commissions | $29,065 |
ADP BROKER-DEALER9+ 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 | $2,433 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 2301 ROSECRANS AVE, #5100 · EL SEGUNDA, CA 902455670 | Other Commissions | $0 |
ADP BROKER-DEALER2 years 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 | $130,527 | $80,968+61.2% | $96,544+35.2% | $75,163+73.7% |
| Participation rate | 87.1% | 71.8%+15.3pp | 76.0%+11.1pp | 67.2%+19.9pp |
| Annual return | 16.30% | 27.06%-10.8pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,598 | $2,282+13.9% | $2,965-12.4% | $2,670-2.7% |
| Participant deferral / active EE | $5,385 | $3,928+37.1% | $4,851+11.0% | $4,125+30.5% |
| Admin fee / account holder | $41 | $6,724-99.4% | $8,252-99.5% | $5,651-99.3% |