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 26 · EIN 41-1735462 | Advisory (Participants) | $6,769 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,519 |
Filed as: THE PARAGON ALLIANCE GROUP Service code 15 · EIN 23-3044062 | Recordkeeping | $745 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,906 | $78,422-59.3% | $95,952-66.7% | $79,858-60.0% |
| Participation rate | 75.3% | 73.5%+1.8pp | 77.1%-1.8pp | 69.6%+5.7pp |
| Annual return | 14.48% | 19.37%-4.9pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $972 | $1,945-50.0% | $2,541-61.8% | $2,471-60.7% |
| Participant deferral / active EE | $1,551 | $3,440-54.9% | $4,167-62.8% | $3,740-58.5% |
| Admin fee / account holder | $278 | $5,622-95.1% | $6,795-95.9% | $5,306-94.8% |