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 LLC4 years Filed as: CETERA ADVISORS, LLC Service code 55 · EIN 84-0858799 | Other Commissions | $33,438 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $22,325 |
Filed as: UNITED RETIREMENT INC/FUTUREPLAN Service code 13 · EIN 25-1759623 | Contract Administrator | $12,257 |
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 | $65,288 | $81,474-19.9% | $133,956-51.3% | $73,488-11.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 17.40% | 19.40%-2.0pp | 45.09%-27.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $4,596 | $2,209+108.0% | $3,919+17.3% | $2,270+102.4% |
| Participant deferral / active EE | $4,766 | $3,786+25.9% | $5,048-5.6% | $3,740+27.5% |
| Admin fee / account holder | $118 | $713-83.4% | $8,927-98.7% | $513-76.9% |