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) | $3,177 |
BENEFITS, INC.2 years Service code 22 · EIN 39-1458932 | Insurance Broker | $2,820 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 99 · EIN 95-3845382 | Other Fees | $0 |
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 | $56,594 | $54,573+3.7% | $90,951-37.8% | $73,488-23.0% |
| Participation rate | 98.0% | 61.2%+36.8pp | 69.0%+29.0pp | 70.7%+27.3pp |
| Annual return | 12.93% | 16.69%-3.8pp | 134.60%-121.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,084 | $991+9.3% | $2,122-48.9% | $2,270-52.3% |
| Participant deferral / active EE | $5,891 | $2,517+134.0% | $3,373+74.7% | $3,740+57.5% |
| Admin fee / account holder | $31 | $521-94.0% | $5,959-99.5% | $513-93.9% |