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 LLC6 years Filed as: CETERA ADVISORS, LLC Service code 26 · EIN 41-1735462 | Advisory (Participants) | $7,129 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,756 |
Filed as: THE PARAGON ALLIANCE GROUP Service code 15 · EIN 23-3044062 | Recordkeeping | $1,215 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,593 | $71,883-68.6% | $86,677-73.9% | $68,494-67.0% |
| Participation rate | 86.7% | 72.2%+14.4pp | 76.6%+10.1pp | 67.9%+18.8pp |
| Annual return | -20.32% | 3.52%-23.8pp | 35.91%-56.2pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,330 | $2,173-38.8% | $2,836-53.1% | $2,596-48.8% |
| Participant deferral / active EE | $2,304 | $3,779-39.0% | $4,656-50.5% | $4,027-42.8% |
| Admin fee / account holder | $231 | $6,112-96.2% | $7,493-96.9% | $5,403-95.7% |