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 |
|---|---|---|
NATIONWIDE3+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $45,401 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISORS Service code 26 | Advisory (Participants) | $35,284 |
SENTINEL PENSION LLC3+ years Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $13,103 |
Filed as: CLARKE LANZEN SKALLA INVESTMENT Service code 26 17605 WRIGHT STREET · OMAHA, NE 68130 | Advisory (Participants) | $9,794 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISORS, LLC Service code 26 4600 SYRACUSE STREET · DENVER, CO 80237 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,929 | $80,753-18.4% | $136,294-51.6% | $62,292+5.8% |
| Participation rate | 47.2% | 73.5%-26.4pp | 81.9%-34.8pp | 69.5%-22.3pp |
| Annual return | 16.48% | 35.83%-19.4pp | 5155.94%-5139.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,838 | $2,884-36.2% | $4,695-60.8% | $2,042-10.0% |
| Participant deferral / active EE | $2,843 | $5,164-44.9% | $6,247-54.5% | $3,169-10.3% |
| Admin fee / account holder | $141 | $525-73.1% | $9,243-98.5% | $479-70.6% |