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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $14,330 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $358 |
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 | $67,170 | $50,199+33.8% | $70,092-4.2% | $66,914+0.4% |
| Participation rate | 88.3% | 66.3%+21.9pp | 70.5%+17.8pp | 69.8%+18.5pp |
| Annual return | -16.55% | -13.85%-2.7pp | 190.73%-207.3pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,279 | $1,864+22.3% | $2,559-10.9% | $2,544-10.4% |
| Participant deferral / active EE | $3,250 | $3,112+4.4% | $3,849-15.6% | $4,237-23.3% |
| Admin fee / account holder | $118 | $600-80.4% | $6,267-98.1% | $593-80.2% |