See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $38,016 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISORS Service code 63 | 12b-1 Fees | $19,790 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISORS, LLC Service code 26 4600 S. SYRACUSE ST · DENVER, CO 80237 | Advisory (Participants) | $19,790 |
SENTINEL PENSION LLC3+ years Filed as: SENTINEL PENSION, LLC Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $4,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,858 | $55,453-40.7% | $170,442-80.7% | $62,292-47.3% |
| Participation rate | 59.8% | 66.4%-6.6pp | 83.6%-23.8pp | 69.5%-9.8pp |
| Annual return | 18.38% | 21.38%-3.0pp | 205.93%-187.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $791 | $2,164-63.4% | $5,433-85.4% | $2,042-61.3% |
| Participant deferral / active EE | $2,112 | $2,303-8.3% | $4,939-57.2% | $3,169-33.4% |
| Admin fee / account holder | $30 | $455-93.3% | $13,880-99.8% | $479-93.7% |