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 ADVISORS LLC Service code 26 · EIN 84-0858799 | Advisory (Participants) | $19,443 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,494 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE 600 · SANTA MONICA, CA 90401 | Advisory (Participants) | $778 |
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 | $33,960 | $82,978-59.1% | $129,995-73.9% | $71,457-52.5% |
| Participation rate | 92.4% | 74.1%+18.3pp | 78.5%+13.9pp | 67.9%+24.5pp |
| Annual return | 21.41% | 20.60%+0.8pp | -137.18%+158.6pp | 28.85%-7.4pp |
| Employer contribution / active EE | $6,625 | $2,622+152.7% | $4,320+53.4% | $2,588+156.0% |
| Participant deferral / active EE | $4,338 | $4,432-2.1% | $5,820-25.5% | $4,289+1.2% |
| Admin fee / account holder | $187 | $1,729-89.2% | $10,614-98.2% | $1,587-88.2% |