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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,235 |
BENEFITS, INC.1 year Service code 22 · EIN 39-1458932 | Insurance Broker | $990 |
Filed as: CETERA ADVISOR NETWORKS Service code 99 · EIN 95-3845382 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,264 | $49,138+8.4% | $84,015-36.6% | $65,185-18.3% |
| Participation rate | 95.5% | 60.7%+34.7pp | 69.0%+26.4pp | 70.2%+25.3pp |
| Annual return | 22.32% | 23.00%-0.7pp | 71.31%-49.0pp | 29.38%-7.1pp |
| Employer contribution / active EE | $985 | $914+7.8% | $1,983-50.4% | $2,177-54.8% |
| Participant deferral / active EE | $5,325 | $2,397+122.2% | $3,239+64.4% | $3,514+51.6% |
| Admin fee / account holder | $51 | $543-90.7% | $6,101-99.2% | $847-94.0% |