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 LLC3 years Service code 27 2301 ROSCRANS AVE · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $13,985 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $357 |
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 | $76,958 | $56,423+36.4% | $77,163-0.3% | $71,457+7.7% |
| Participation rate | 87.1% | 64.3%+22.8pp | 69.6%+17.5pp | 67.9%+19.2pp |
| Annual return | 16.80% | 19.05%-2.2pp | 37.87%-21.1pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,277 | $1,866+22.0% | $2,535-10.2% | $2,588-12.0% |
| Participant deferral / active EE | $3,147 | $3,142+0.2% | $3,833-17.9% | $4,289-26.6% |
| Admin fee / account holder | $109 | $1,429-92.4% | $5,472-98.0% | $1,587-93.2% |