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 LLC11+ years Filed as: CETERA ADVISORS, LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $18,746 |
SENTINEL PENSION LLC11+ years Filed as: SENTINEL PENSION, LLC Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $12,785 |
SENTINEL PENSION LLC11+ years Service code 99 | Other Fees | $1,490 |
NATIONWIDE11+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $1,034 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,389 | $45,343+24.4% | $150,298-62.5% | $67,986-17.1% |
| Participation rate | 72.0% | 51.9%+20.2pp | 77.8%-5.7pp | 57.2%+14.8pp |
| Annual return | 10.82% | 33.28%-22.5pp | 62.79%-52.0pp | 31.67%-20.8pp |
| Employer contribution / active EE | $1,108 | $1,462-24.2% | $4,154-73.3% | $2,019-45.1% |
| Participant deferral / active EE | $3,196 | $2,055+55.5% | $5,453-41.4% | $3,358-4.8% |
| Admin fee / account holder | $201 | $2,250-91.1% | $14,116-98.6% | $3,203-93.7% |