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 |
|---|---|---|
SUPERIORUSA CORPORATION5 years Filed as: SUPERIORUSA Service code 14 · EIN 41-1913603 525 LAKE AVE S · DULUTH, MN 55802 | Plan Administrator | $8,165 |
CETERA ADVISOR NETWORKS LLC8+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 49 · EIN 36-3120284 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Other Services | $3,210 |
NATIONWIDE5 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $740 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $429 |
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 | $78,245 | $80,724-3.1% | $103,333-24.3% | $74,495+5.0% |
| Participation rate | 89.0% | 65.7%+23.3pp | 74.5%+14.5pp | 67.2%+21.8pp |
| Annual return | 11.10% | 27.56%-16.5pp | 24.88%-13.8pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,226 | $3,157-29.5% | $3,868-42.4% | $2,623-15.1% |
| Participant deferral / active EE | $4,881 | $3,860+26.4% | $5,057-3.5% | $4,346+12.3% |
| Admin fee / account holder | $181 | $2,368-92.3% | $8,355-97.8% | $1,942-90.7% |