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 64 · EIN 84-0467907 | Recordkeeping Fees | $17,209 |
Filed as: CETERA ADVISORS, LLC Service code 55 · EIN 84-0858799 | Other Commissions | $0 |
UNITED RETIREMENT INC1 year Service code 13 · EIN 25-1759623 | Contract Administrator | $0 |
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 | $69,835 | $71,192-1.9% | $117,854-40.7% | $62,292+12.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.87% | 18.66%-3.8pp | 335.08%-320.2pp | 28.90%-14.0pp |
| Employer contribution / active EE | $2,063 | $1,934+6.7% | $3,786-45.5% | $2,042+1.0% |
| Participant deferral / active EE | $3,567 | $3,189+11.9% | $4,482-20.4% | $3,169+12.6% |
| Admin fee / account holder | $140 | $587-76.2% | $8,020-98.3% | $479-70.8% |