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 LLC10+ years Service code 28 2301 ROSECRANS AVE STE 5100 · EL SEGUNDO, CA 90245 | Investment Management | $74,987 |
NATIONWIDE10+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $22,991 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $15,275 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $3,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,362 | $122,239-10.5% | $184,200-40.6% | $74,546+46.7% |
| Participation rate | 66.5% | 85.5%-19.0pp | 86.8%-20.3pp | 67.2%-0.7pp |
| Annual return | 11.93% | 19.95%-8.0pp | 28.80%-16.9pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,424-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,776 | $7,139-33.1% | $9,132-47.7% | $4,347+9.9% |
| Admin fee / account holder | $234 | $1,260-81.4% | $13,907-98.3% | $1,944-87.9% |