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 LLC8 years Service code 28 · EIN 25-1810624 2301 ROSECRANS AVE STE 5100 · EL SEGUNDO, CA 90245 | Investment Management | $47,010 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,683 |
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 | $83,660 | $88,083-5.0% | $164,813-49.2% | $74,495+12.3% |
| Participation rate | 93.3% | 73.0%+20.2pp | 78.6%+14.7pp | 67.2%+26.1pp |
| Annual return | 12.32% | 17.26%-4.9pp | 69.93%-57.6pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $4,959 | $2,593+91.2% | $4,341+14.2% | $2,623+89.1% |
| Participant deferral / active EE | $8,117 | $4,498+80.5% | $6,031+34.6% | $4,346+86.8% |
| Admin fee / account holder | $34 | $2,234-98.5% | $12,690-99.7% | $1,942-98.2% |