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 |
|---|---|---|
Filed as: CETERA ADVISORS NETWORKS Service code 13 · EIN 95-3845382 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902454340 | Contract Administrator | $10,307 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 13-1140070 | Contract Administrator | $125 |
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 | $71,366 | $74,552-4.3% | $62,995+13.3% | $69,631+2.5% |
| Participation rate | 90.2% | 78.3%+11.9pp | 74.8%+15.4pp | 70.7%+19.5pp |
| Annual return | 13.73% | 15.77%-2.0pp | 87.57%-73.8pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,099 | $2,974+37.8% | $3,329+23.1% | $3,224+27.2% |
| Admin fee / account holder | $41 | $59-30.8% | $3,600-98.9% | $110-62.8% |