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 LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $36,306 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,681 |
DOWELL GROUP LLP6 years Service code 50 · EIN 36-4027344 | Direct Payment | $3,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,571 | $58,778+33.7% | $129,207-39.2% | $77,643+1.2% |
| Participation rate | 36.1% | 59.2%-23.1pp | 69.6%-33.5pp | 70.6%-34.5pp |
| Annual return | 18.45% | 24.73%-6.3pp | 9417.33%-9398.9pp | 31.24%-12.8pp |
| Employer contribution / active EE | $251 | $1,952-87.1% | $4,153-93.9% | $2,726-90.8% |
| Participant deferral / active EE | $1,719 | $3,212-46.5% | $4,168-58.7% | $4,647-63.0% |
| Admin fee / account holder | $196 | $589-66.7% | $7,715-97.5% | $430-54.4% |