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 5-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 LLC3 years Service code 27 · EIN 36-3258176 | Advisory (Plan) | $32,366 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,419 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $2,650 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,825 | $122,239+8.7% | $184,203-27.9% | $74,495+78.3% |
| Participation rate | 76.5% | 85.5%-9.0pp | 86.8%-10.3pp | 67.2%+9.3pp |
| Annual return | 12.90% | 19.95%-7.0pp | 28.81%-15.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,180 | $4,537-52.0% | $6,427-66.1% | $2,623-16.9% |
| Participant deferral / active EE | $5,831 | $7,139-18.3% | $9,131-36.1% | $4,346+34.2% |
| Admin fee / account holder | $255 | $1,260-79.8% | $13,901-98.2% | $1,942-86.9% |