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 LLC5 years Filed as: CETERA ADVISORS, LLC Service code 26 · EIN 41-1735462 | Advisory (Participants) | $7,669 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,489 |
Filed as: THE PARAGON ALLIANCE GROUP Service code 15 · EIN 23-3044062 | Recordkeeping | $1,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,633 | $86,286-61.0% | $111,297-69.8% | $85,850-60.8% |
| Participation rate | 67.4% | 73.3%-5.9pp | 77.3%-9.9pp | 69.3%-1.9pp |
| Annual return | 11.46% | 19.99%-8.5pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $934 | $2,043-54.3% | $2,731-65.8% | $2,565-63.6% |
| Participant deferral / active EE | $1,752 | $3,641-51.9% | $4,487-60.9% | $3,952-55.7% |
| Admin fee / account holder | $282 | $8,188-96.6% | $7,964-96.5% | $6,260-95.5% |