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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,708 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $10,726 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,073 | $66,457-81.8% | $81,382-85.2% | $77,643-84.5% |
| Participation rate | 77.5% | 68.7%+8.7pp | 69.5%+8.0pp | 70.6%+6.9pp |
| Annual return | 12.68% | 15.93%-3.3pp | 24.73%-12.1pp | 31.24%-18.6pp |
| Employer contribution / active EE | $500 | $2,159-76.9% | $2,463-79.7% | $2,726-81.7% |
| Participant deferral / active EE | $2,175 | $3,679-40.9% | $3,883-44.0% | $4,647-53.2% |
| Admin fee / account holder | $85 | $583-85.4% | $5,768-98.5% | $430-80.2% |