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 27 · EIN 04-2647786 | Advisory (Plan) | $19,980 |
Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $15,596 |
NATIONWIDE2+ years Service code 19 · EIN 31-1592130 | Securities Custodian | $1,613 |
MMA SECURITIES LLC2+ years Filed as: ASSURED SKCG, INC Service code 22 · EIN 13-3866919 | Insurance Broker | $1,000 |
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 | $99,916 | $74,089+34.9% | $133,980-25.4% | $55,167+81.1% |
| Participation rate | 97.2% | 84.3%+12.9pp | 87.1%+10.1pp | 69.0%+28.2pp |
| Annual return | 16.99% | 12.11%+4.9pp | 29.30%-12.3pp | 169.23%-152.2pp |
| Employer contribution / active EE | $3,195 | $3,064+4.3% | $5,211-38.7% | $1,963+62.8% |
| Participant deferral / active EE | $11,687 | $4,678+149.8% | $6,282+86.0% | $3,054+282.7% |
| Admin fee / account holder | $82 | $458-82.0% | $9,324-99.1% | $504-83.6% |