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 LLC3 years Filed as: CETERA ADVISOR NETWORKS Service code 26 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Participants) | $29,788 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $12,354 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN(ASCENSUS) Service code 11 415 8TH AVE NE, · BRAINER, MN 56401 | Actuarial | $10,015 |
PRICEKUBECKA PLLC3 years Service code 10 · EIN 75-2783674 | Accounting | $9,750 |
INTAC ACTUARIAL SERVICES5 years Service code 11 300 TICE BLVD, SUITE 289 · WOODCLIFF LAKE, NJ 07677 | Actuarial | $4,245 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 64 | Recordkeeping Fees | $1 |
ASCENSUS LLC4 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,889 | $109,413-12.4% | $156,263-38.6% | $84,808+13.1% |
| Participation rate | 94.4% | 72.7%+21.7pp | 78.9%+15.5pp | 68.3%+26.1pp |
| Annual return | 17.23% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $309 | $2,907-89.4% | $4,333-92.9% | $2,631-88.2% |
| Participant deferral / active EE | $5,823 | $4,590+26.9% | $6,158-5.4% | $4,212+38.3% |
| Admin fee / account holder | $622 | $9,357-93.4% | $14,255-95.6% | $7,344-91.5% |