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 ADVISOR NETWORKS Service code 27 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $32,962 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $17,420 |
BEENE GARTER LLP3 years Service code 15 56 GRANDVILLE AVE. · GRAND RAPIDS, MI 49503 | Recordkeeping | $9,890 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,804 | $82,202-46.7% | $125,339-65.1% | $64,808-32.4% |
| Participation rate | 86.4% | 77.9%+8.5pp | 82.4%+4.0pp | 71.5%+14.9pp |
| Annual return | -20.45% | 3.48%-23.9pp | 572.05%-592.5pp | 32.82%-53.3pp |
| Employer contribution / active EE | $1,346 | $3,615-62.8% | $4,814-72.0% | $2,506-46.3% |
| Participant deferral / active EE | $4,685 | $7,175-34.7% | $7,446-37.1% | $4,310+8.7% |
| Admin fee / account holder | $222 | $163+35.7% | $10,010-97.8% | $188+18.0% |