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 Filed as: CETERA ADVISORS, LLC Service code 27 714 N MAIN STREET, SUITE 101 · ROCHESTER, MI 48307 | Advisory (Plan) | $49,304 |
PAI3+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $24,111 |
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.
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 | $33,607 | $81,537-58.8% | $149,718-77.6% | $69,631-51.7% |
| Participation rate | 57.6% | 86.1%-28.6pp | 87.1%-29.5pp | 70.7%-13.1pp |
| Annual return | 15.51% | 22.79%-7.3pp | 1501.63%-1486.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,149 | $4,994-16.9% | $6,569-36.8% | $3,224+28.7% |
| Admin fee / account holder | -$36 | $107-133.5% | $11,283-100.3% | $110-132.4% |