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 FIN SPECIALIST Service code 27 200 N. MARTINGALE RD · SCHAUMBURG, IL 60173 | Advisory (Plan) | $22,227 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $13,225 |
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 | $35,386 | $89,652-60.5% | $141,162-74.9% | $65,185-45.7% |
| Participation rate | 94.7% | 74.7%+19.9pp | 82.5%+12.2pp | 70.2%+24.5pp |
| Annual return | 48.18% | 32.79%+15.4pp | 71.39%-23.2pp | 29.38%+18.8pp |
| Employer contribution / active EE | $1,338 | $3,065-56.3% | $4,735-71.7% | $2,177-38.5% |
| Participant deferral / active EE | $4,252 | $5,691-25.3% | $6,709-36.6% | $3,514+21.0% |
| Admin fee / account holder | $196 | $569-65.6% | $10,261-98.1% | $847-76.9% |