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 LLC8+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $156,437 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,660 |
BAKER TILLY US, LLP8+ years Filed as: BAKER TILLY VIRCHOW Service code 10 · EIN 39-0859910 | Accounting | $14,700 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,311 | $39,973+40.9% | $79,550-29.2% | $77,904-27.7% |
| Participation rate | 94.0% | 64.6%+29.4pp | 69.5%+24.5pp | 73.7%+20.3pp |
| Annual return | -17.17% | 3.42%-20.6pp | 0.16%-17.3pp | 12.21%-29.4pp |
| Employer contribution / active EE | $1,605 | $1,088+47.5% | $2,413-33.5% | $2,848-43.6% |
| Participant deferral / active EE | $6,516 | $2,774+134.9% | $3,985+63.5% | $4,806+35.6% |
| Admin fee / account holder | $107 | $113-5.3% | $6,832-98.4% | $133-19.4% |