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 8-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 LLC1+ years Filed as: CETERA ADVISORS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $15,565 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,063 | $65,557+2.3% | $105,738-36.6% | $56,287+19.1% |
| Participation rate | 55.0% | 63.4%-8.5pp | 76.3%-21.4pp | 69.9%-14.9pp |
| Annual return | -5.84% | -1.32%-4.5pp | 6.27%-12.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,049 | $1,788-41.3% | $3,268-67.9% | $2,111-50.3% |
| Participant deferral / active EE | $2,560 | $2,418+5.9% | $4,080-37.3% | $3,350-23.6% |
| Admin fee / account holder | $52 | $561-90.7% | $6,913-99.2% | $521-90.0% |