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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $9,429 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,549 | $138,347-76.5% | $184,203-82.3% | $80,856-59.7% |
| Participation rate | 60.7% | 83.9%-23.2pp | 86.8%-26.2pp | 67.6%-7.0pp |
| Annual return | 19.07% | 20.02%-0.9pp | 28.81%-9.7pp | 35.59%-16.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,901 | $7,071-59.0% | $9,131-68.2% | $4,296-32.5% |
| Admin fee / account holder | $292 | $10,483-97.2% | $13,901-97.9% | $6,918-95.8% |