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 Service code 15 · EIN 95-3845382 | Recordkeeping | $16,908 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,436 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,234 | $45,000-88.4% | $143,757-96.4% | $77,904-93.3% |
| Participation rate | 90.3% | 66.8%+23.5pp | 80.3%+10.0pp | 73.7%+16.6pp |
| Annual return | -11.01% | 29.03%-40.0pp | -0.04%-11.0pp | 12.21%-23.2pp |
| Employer contribution / active EE | $750 | $1,870-59.9% | $4,951-84.9% | $2,848-73.7% |
| Participant deferral / active EE | $1,577 | $3,157-50.1% | $5,637-72.0% | $4,806-67.2% |
| Admin fee / account holder | $21 | $98-79.1% | $14,673-99.9% | $133-84.5% |