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 LLC3+ years Filed as: CETERA ADVISORS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $31,325 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $86,153 | $58,101+48.3% | $118,925-27.6% | $73,409+17.4% |
| Participation rate | 48.4% | 56.1%-7.7pp | 75.4%-27.0pp | 72.2%-23.8pp |
| Annual return | 18.41% | 20.56%-2.1pp | 35.88%-17.5pp | 59.29%-40.9pp |
| Employer contribution / active EE | $1,013 | $1,445-29.9% | $3,263-69.0% | $2,234-54.7% |
| Participant deferral / active EE | $2,332 | $2,400-2.8% | $4,265-45.3% | $3,805-38.7% |
| Admin fee / account holder | $225 | $138+63.0% | $6,581-96.6% | $158+42.5% |