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 37 · EIN 04-2647786 | Loan Processing | $78,072 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $66,501 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,569 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,360 | $129,021-16.8% | $184,203-41.7% | $77,643+38.3% |
| Participation rate | 93.4% | 87.3%+6.0pp | 86.8%+6.5pp | 70.6%+22.8pp |
| Annual return | 18.53% | 33.27%-14.7pp | 28.81%-10.3pp | 31.24%-12.7pp |
| Employer contribution / active EE | $4,842 | $4,413+9.7% | $6,427-24.7% | $2,726+77.6% |
| Participant deferral / active EE | $12,850 | $7,297+76.1% | $9,131+40.7% | $4,647+176.5% |
| Admin fee / account holder | $199 | $254-21.7% | $13,901-98.6% | $430-53.8% |