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 INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $0 |
MORNINGSTAR1 year Service code 99 · EIN 36-3297908 | Other Fees | $0 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 · EIN 35-2091834 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,299 | $42,353-59.2% | $79,550-78.3% | $64,808-73.3% |
| Participation rate | 17.0% | 64.8%-47.8pp | 69.5%-52.5pp | 71.5%-54.5pp |
| Annual return | -15.48% | -12.24%-3.2pp | 0.16%-15.6pp | 32.82%-48.3pp |
| Employer contribution / active EE | $473 | $1,181-60.0% | $2,413-80.4% | $2,506-81.1% |
| Participant deferral / active EE | $829 | $3,170-73.8% | $3,985-79.2% | $4,310-80.8% |
| Admin fee / account holder | $220 | $160+38.0% | $6,832-96.8% | $188+17.2% |