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 | $49,915+13.0% | $154,803-63.6% | $74,304-24.1% |
| Participation rate | 72.0% | 54.0%+18.1pp | 78.1%-6.0pp | 60.3%+11.7pp |
| Annual return | 10.82% | 34.06%-23.2pp | 58.88%-48.1pp | 29.43%-18.6pp |
| Employer contribution / active EE | $1,108 | $1,611-31.2% | $4,305-74.3% | $2,241-50.6% |
| Participant deferral / active EE | $3,196 | $2,255+41.7% | $5,540-42.3% | $3,767-15.2% |
| Admin fee / account holder | $201 | $2,189-90.8% | $14,329-98.6% | $2,969-93.2% |