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 Filed as: CETERA ADVISOR NETWORK LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $9,895 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,875 | $59,263-46.2% | $96,562-67.0% | $79,386-59.8% |
| Participation rate | 54.3% | 61.9%-7.6pp | 69.8%-15.5pp | 70.7%-16.4pp |
| Annual return | 12.11% | 27.07%-15.0pp | 37.78%-25.7pp | 116.85%-104.7pp |
| Employer contribution / active EE | $750 | $1,216-38.3% | $2,356-68.2% | $2,427-69.1% |
| Participant deferral / active EE | $1,770 | $2,948-39.9% | $3,849-54.0% | $4,046-56.2% |
| Admin fee / account holder | $185 | $658-71.9% | $6,181-97.0% | $626-70.5% |