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 LLC2 years Filed as: CETERA ADVISORS, LLC Service code 27 · EIN 84-0858794 | Advisory (Plan) | $21,219 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $11,228 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,729 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 · EIN 26-4311657 | Advisory (Plan) | $1,993 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,443 | $99,957-68.5% | $149,696-79.0% | $73,488-57.2% |
| Participation rate | 88.4% | 75.7%+12.7pp | 82.5%+5.9pp | 70.7%+17.7pp |
| Annual return | 23.25% | 53.87%-30.6pp | 276.60%-253.4pp | 28.51%-5.3pp |
| Employer contribution / active EE | $4,415 | $3,191+38.4% | $4,644-4.9% | $2,270+94.5% |
| Participant deferral / active EE | $8,392 | $6,073+38.2% | $6,842+22.7% | $3,740+124.4% |
| Admin fee / account holder | $208 | $551-62.2% | $9,309-97.8% | $513-59.4% |