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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,237 |
CETERA ADVISOR NETWORKS LLC8+ years Filed as: CETERA ADVISORS, LLC Service code 27 | Advisory (Plan) | $24,579 |
SENTINEL PENSION LLC3 years Filed as: SENTINEL PENSION, LLC Service code 13 | Contract Administrator | $4,577 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL PENSION AND PAYROLL Service code 15 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Recordkeeping | $2,880 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISORS Service code 27 · EIN 84-0858799 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,594 | $91,407-28.2% | $135,903-51.7% | $71,457-8.2% |
| Participation rate | 79.6% | 75.7%+4.0pp | 81.9%-2.3pp | 67.9%+11.7pp |
| Annual return | 21.66% | 29.90%-8.2pp | 68.23%-46.6pp | 28.85%-7.2pp |
| Employer contribution / active EE | $1,773 | $3,703-52.1% | $4,856-63.5% | $2,588-31.5% |
| Participant deferral / active EE | $5,220 | $7,092-26.4% | $7,758-32.7% | $4,289+21.7% |
| Admin fee / account holder | $257 | $1,266-79.7% | $10,762-97.6% | $1,587-83.8% |