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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC4+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $116,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,119 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $11,500 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $10,000 |
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 | $49,609 | $33,780+46.9% | $74,550-33.5% | $75,289-34.1% |
| Participation rate | 92.9% | 62.7%+30.2pp | 69.1%+23.8pp | 72.4%+20.5pp |
| Annual return | -5.79% | -1.24%-4.6pp | 32.53%-38.3pp | -0.04%-5.8pp |
| Employer contribution / active EE | $1,256 | $845+48.7% | $1,961-35.9% | $2,405-47.8% |
| Participant deferral / active EE | $4,880 | $1,890+158.2% | $3,108+57.0% | $3,739+30.5% |
| Admin fee / account holder | $96 | $86+10.7% | $5,060-98.1% | $102-6.5% |