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 ADVISORS LLC C/O RETIREMENT Service code 26 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Participants) | $22,504 |
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,114 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 99 3 HOLLAND STREET · ERIE, PA 16507 | Other Fees | $266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,020 | $102,317-43.3% | $146,958-60.5% | $80,856-28.2% |
| Participation rate | 54.1% | 75.8%-21.8pp | 82.2%-28.1pp | 67.6%-13.6pp |
| Annual return | 15.06% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,048 | $3,713-44.8% | $4,933-58.5% | $2,755-25.6% |
| Participant deferral / active EE | $3,970 | $6,644-40.2% | $8,070-50.8% | $4,296-7.6% |
| Admin fee / account holder | $274 | $7,941-96.5% | $12,998-97.9% | $6,918-96.0% |