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 LLC9+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $113,448 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,203 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $39,887 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 8219 LEESBURG PIKE #800 · TYSONS, VA 22182 | Accounting | $26,250 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,474 | $53,165+134.1% | $86,188+44.4% | $74,419+67.3% |
| Participation rate | 96.5% | 64.9%+31.7pp | 69.0%+27.6pp | 70.7%+25.8pp |
| Annual return | 17.91% | 22.64%-4.7pp | 1168.45%-1150.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $7,990 | $1,210+560.4% | $2,380+235.7% | $2,637+202.9% |
| Participant deferral / active EE | $33,099 | $3,234+923.3% | $3,985+730.5% | $4,528+631.0% |
| Admin fee / account holder | $197 | $551-64.3% | $6,852-97.1% | $348-43.4% |