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 LLC5+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $122,486 |
Service code 37 · EIN 04-2647786 | Loan Processing | $75,296 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $22,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,048 | $40,113+49.7% | $84,015-28.5% | $77,787-22.8% |
| Participation rate | 93.3% | 62.8%+30.5pp | 69.0%+24.3pp | 73.2%+20.1pp |
| Annual return | 23.86% | 23.27%+0.6pp | 71.31%-47.5pp | 32.57%-8.7pp |
| Employer contribution / active EE | $1,351 | $847+59.5% | $1,983-31.9% | $2,504-46.1% |
| Participant deferral / active EE | $5,384 | $2,030+165.2% | $3,239+66.2% | $3,967+35.7% |
| Admin fee / account holder | $124 | $92+35.2% | $6,101-98.0% | $100+23.8% |