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 6-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 LLC1+ years Filed as: CETERA INVESTMENT ADVISORS Service code 99 · EIN 84-0858799 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,436 | $47,922-46.9% | $75,886-66.5% | $65,185-61.0% |
| Participation rate | 45.3% | 63.0%-17.7pp | 69.3%-24.0pp | 70.2%-24.9pp |
| Annual return | 9.84% | 24.12%-14.3pp | 30.76%-20.9pp | 29.38%-19.5pp |
| Employer contribution / active EE | $306 | $1,557-80.3% | $2,500-87.8% | $2,177-85.9% |
| Participant deferral / active EE | $1,022 | $2,550-59.9% | $3,603-71.6% | $3,514-70.9% |
| Admin fee / account holder | $79 | $532-85.2% | $5,418-98.5% | $847-90.7% |