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 |
|---|---|---|
Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $6,168 |
Service code 13 · EIN 47-1910719 | Contract Administrator | $5,922 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,554 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,357 | $60,165-71.2% | $74,183-76.6% | $55,167-68.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 88.46% | 10.00%+78.5pp | 17.74%+70.7pp | 169.23%-80.8pp |
| Employer contribution / active EE | $2,504 | $1,600+56.5% | $2,370+5.7% | $1,963+27.6% |
| Participant deferral / active EE | $5,161 | $2,973+73.6% | $3,550+45.4% | $3,054+69.0% |
| Admin fee / account holder | $35 | $419-91.8% | $5,586-99.4% | $504-93.1% |