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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $57,877 |
Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 55 · EIN 06-1375177 | Other Commissions | $35,361 |
PASI, LLC2 years Service code 99 · EIN 26-1407927 | Other Fees | $6,400 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,503 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,906 | $62,928+74.7% | $172,739-36.4% | $67,579+62.6% |
| Participation rate | 95.0% | 64.5%+30.5pp | 82.6%+12.3pp | 71.3%+23.7pp |
| Annual return | 23.55% | 30.36%-6.8pp | 802.84%-779.3pp | 378.56%-355.0pp |
| Employer contribution / active EE | $4,350 | $1,636+165.9% | $5,143-15.4% | $2,148+102.5% |
| Participant deferral / active EE | $5,819 | $2,145+171.3% | $5,198+12.0% | $3,539+64.4% |
| Admin fee / account holder | $216 | $167+29.4% | $13,954-98.5% | $142+51.6% |