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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 Filed as: CETERA ADVISORS LLC/MARC B LEVY Service code 27 · EIN 84-0858799 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $49,300 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET PO BOX 2248 · FORT WAYNE, IN 468012248 | Contract Administrator | $32,959 |
Filed as: ABAR RETIREMENT PLAN SERVICES Service code 15 · EIN 46-5416414 110 SOUTH JEFFERSON RD - STE 204 · WHIPPANY, NJ 07981 | Recordkeeping | $19,125 |
PKF OCONNOR DAVIES3 years Filed as: PKF OCONNOR DAVIES LLP Service code 10 P.O. BOX 5381 · DEPTFORD, NJ 08096 | Accounting | $18,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,072 | $77,523-52.2% | $100,383-63.1% | $80,874-54.2% |
| Participation rate | 96.2% | 77.0%+19.2pp | 81.5%+14.7pp | 67.6%+28.6pp |
| Annual return | 12.81% | 37.21%-24.4pp | 49.26%-36.5pp | 35.62%-22.8pp |
| Employer contribution / active EE | $5,478 | $2,801+95.6% | $3,944+38.9% | $2,756+98.8% |
| Participant deferral / active EE | $13,550 | $6,822+98.6% | $8,086+67.6% | $4,297+215.3% |
| Admin fee / account holder | $351 | $5,899-94.1% | $7,900-95.6% | $6,935-94.9% |