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 9-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 LLC4+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 49 · EIN 41-1483314 | Other Services | $14,411 |
SUPERIORUSA CORPORATION1 year Filed as: SUPERIORUSA Service code 14 · EIN 41-1913603 | Plan Administrator | $14,000 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,256 |
NATIONWIDE1 year Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $1,139 |
Filed as: CETERA INVESTMENT ADVISORS Service code 49 · EIN 36-3120284 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,635 | $69,362-2.5% | $101,248-33.2% | $73,488-8.0% |
| Participation rate | 86.2% | 68.4%+17.8pp | 75.8%+10.4pp | 70.7%+15.5pp |
| Annual return | 10.97% | 18.46%-7.5pp | 46.47%-35.5pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,747 | $2,628-33.5% | $3,660-52.2% | $2,270-23.0% |
| Participant deferral / active EE | $3,710 | $3,300+12.4% | $4,370-15.1% | $3,740-0.8% |
| Admin fee / account holder | $27 | $704-96.1% | $5,945-99.5% | $513-94.6% |