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 FIN SPECIALIST Service code 27 200 N. MARTINGALE RD · SCHAUMBURG, IL 60173 | Advisory (Plan) | $26,054 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $14,402 |
BEENE GARTER LLP1 year Service code 15 56 GRANDVILLE AVE. · GRAND RAPIDS, MI 49503 | Recordkeeping | $5,513 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,506 | $99,957-51.5% | $149,696-67.6% | $73,488-34.0% |
| Participation rate | 90.7% | 75.7%+15.0pp | 82.5%+8.2pp | 70.7%+20.0pp |
| Annual return | 34.53% | 53.87%-19.3pp | 276.60%-242.1pp | 28.51%+6.0pp |
| Employer contribution / active EE | $1,411 | $3,191-55.8% | $4,644-69.6% | $2,270-37.8% |
| Participant deferral / active EE | $4,737 | $6,073-22.0% | $6,842-30.8% | $3,740+26.7% |
| Admin fee / account holder | $224 | $551-59.4% | $9,309-97.6% | $513-56.4% |