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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC5 years Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $88,585 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,930 |
Service code 13 7300 METRO BLVD, STE 45001 · EDINA, MN 55439 | Contract Administrator | $17,528 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,359 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,634 | $84,948+30.2% | $70,449+57.0% | $73,409+50.7% |
| Participation rate | 91.8% | 79.9%+11.9pp | 75.1%+16.8pp | 72.2%+19.6pp |
| Annual return | 16.31% | 13.39%+2.9pp | 109.03%-92.7pp | 59.29%-43.0pp |
| Employer contribution / active EE | $2,745 | $2,834-3.1% | $2,737+0.3% | $2,234+22.9% |
| Participant deferral / active EE | $7,544 | $3,387+122.7% | $3,709+103.4% | $3,805+98.3% |
| Admin fee / account holder | $370 | $98+277.0% | $3,845-90.4% | $158+134.3% |