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 |
|---|---|---|
Filed as: CETERA ADVISOR NETWORK, LLC Service code 99 | Other Fees | $70,184 |
BENE TRACK INC.1 year Filed as: BENE TRAK, INC. Service code 49 STE 100, 250 N PATRICK BLVD · BROOKFIELD, WI 53045 | Other Services | $12,210 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,368 |
OPEROSE ADVISORS, LLC1 year Service code 99 · EIN 81-4958026 | Other Fees | $6,806 |
Filed as: CETERA ADVISOR NETWORKS, LLC Service code 49 · EIN 95-3845382 | Other Services | $0 |
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 | $72,240 | $86,225-16.2% | $146,665-50.7% | $86,799-16.8% |
| Participation rate | 97.7% | 78.0%+19.7pp | 80.1%+17.6pp | 72.3%+25.4pp |
| Annual return | 15.16% | 31.23%-16.1pp | 22.74%-7.6pp | 97.91%-82.7pp |
| Employer contribution / active EE | $2,959 | $2,392+23.7% | $4,136-28.5% | $2,405+23.0% |
| Participant deferral / active EE | $5,201 | $4,245+22.5% | $5,506-5.5% | $4,131+25.9% |
| Admin fee / account holder | $72 | $195-63.3% | $10,280-99.3% | $170-57.7% |