See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORKS Service code 27 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $41,999 |
THE VANGUARD GROUP, INC.7 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $23,060 |
DOEREN MAYHEW1 year Service code 15 56 GRANDVILLE AVE. · GRAND RAPIDS, MI 49503 | Recordkeeping | $14,450 |
REHMANN ROBSON2 years Service code 10 5800 GRATIOT ROAD · SAGINAW, MI 48605 | Accounting | $7,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,445 | $106,028-35.4% | $146,958-53.4% | $77,643-11.8% |
| Participation rate | 91.3% | 78.4%+13.0pp | 82.2%+9.2pp | 70.6%+20.7pp |
| Annual return | 19.35% | 56.73%-37.4pp | 418.34%-399.0pp | 31.24%-11.9pp |
| Employer contribution / active EE | $1,572 | $4,063-61.3% | $4,933-68.1% | $2,726-42.3% |
| Participant deferral / active EE | $5,682 | $7,990-28.9% | $8,070-29.6% | $4,647+22.3% |
| Admin fee / account holder | $272 | $337-19.4% | $12,998-97.9% | $430-36.8% |