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 LLC2 years Filed as: CETERA FINANCIAL SPECIALISTS, LLC Service code 26 · EIN 36-3120284 | Advisory (Participants) | $31,771 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $13,968 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,911 | $31,388-27.0% | $73,545-68.8% | $62,292-63.2% |
| Participation rate | 100.0% | 39.9%+60.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 10.96% | 25.34%-14.4pp | -15.16%+26.1pp | 28.90%-17.9pp |
| Employer contribution / active EE | $1,723 | $498+246.1% | $1,219+41.4% | $2,042-15.6% |
| Participant deferral / active EE | $1,387 | $1,028+34.8% | $1,806-23.2% | $3,169-56.2% |
| Admin fee / account holder | $242 | $299-19.0% | $2,320-89.6% | $479-49.4% |