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 ADVISOR NETWORKS Service code 27 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $35,400 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $20,405 |
BEENE GARTER LLP1 year Filed as: BEENE GARTER A DOEREN MAYHEW FIRM Service code 15 56 GRANDVILLE AVE. · GRAND RAPIDS, MI 49503 | Recordkeeping | $12,643 |
REHMANN ROBSON1 year Service code 10 5800 GRATIOT ROAD · SAGINAW, MI 48605 | Accounting | $10,753 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,607 | $95,274-41.6% | $135,903-59.1% | $74,419-25.3% |
| Participation rate | 89.4% | 78.2%+11.2pp | 81.9%+7.4pp | 70.7%+18.6pp |
| Annual return | 29.57% | 32.77%-3.2pp | 68.23%-38.7pp | 34.38%-4.8pp |
| Employer contribution / active EE | $1,520 | $3,874-60.8% | $4,856-68.7% | $2,637-42.4% |
| Participant deferral / active EE | $5,263 | $7,782-32.4% | $7,758-32.2% | $4,528+16.2% |
| Admin fee / account holder | $258 | $266-3.0% | $10,762-97.6% | $348-25.8% |