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 ADVISORS, LLC Service code 55 · EIN 84-0858799 | Other Commissions | $27,714 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $18,224 |
UNITED RETIREMENT INC3 years Service code 13 · EIN 25-1759623 | Contract Administrator | $9,991 |
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 | $69,088 | $86,332-20.0% | $125,175-44.8% | $65,185+6.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 22.69% | 27.43%-4.7pp | 43.79%-21.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $2,626 | $2,040+28.7% | $3,865-32.1% | $2,177+20.6% |
| Participant deferral / active EE | $4,367 | $3,537+23.4% | $4,937-11.5% | $3,514+24.3% |
| Admin fee / account holder | $130 | $609-78.7% | $9,702-98.7% | $847-84.7% |