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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $50,473 |
Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $10,905 |
CETERA ADVISOR NETWORKS LLC2+ years Service code 16 200 NORTH SEPULVEDA AVE. · EL SUGUNDO, CA 90245 | Consulting | $10,403 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,379 | $56,277-1.6% | $80,975-31.6% | $62,891-11.9% |
| Participation rate | 87.5% | 69.0%+18.5pp | 75.8%+11.7pp | 69.3%+18.2pp |
| Annual return | 6.82% | 22.12%-15.3pp | 17.10%-10.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,018 | $1,943+3.9% | $3,714-45.7% | $2,281-11.5% |
| Participant deferral / active EE | $6,773 | $4,195+61.5% | $5,696+18.9% | $3,203+111.5% |
| Admin fee / account holder | $374 | $3,741-90.0% | $5,516-93.2% | $4,296-91.3% |