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 ADVISORS, LLC Service code 27 714 N MAIN STREET, SUITE 101 · ROCHESTER, MI 48307 | Advisory (Plan) | $36,644 |
PAI2+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $17,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $27,923 | $71,802-61.1% | $133,980-79.2% | $57,658-51.6% |
| Participation rate | 55.6% | 85.5%-29.9pp | 87.1%-31.5pp | 70.2%-14.7pp |
| Annual return | 7.99% | 13.51%-5.5pp | 29.30%-21.3pp | 5.13%+2.9pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,943 | $4,606-14.4% | $6,282-37.2% | $3,061+28.8% |
| Admin fee / account holder | $20 | $88-76.9% | $9,324-99.8% | $95-78.6% |