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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,565 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $38,543 |
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 | $126,650 | $106,028+19.4% | $146,958-13.8% | $77,643+63.1% |
| Participation rate | 93.5% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+23.0pp |
| Annual return | 55.88% | 56.73%-0.9pp | 418.34%-362.5pp | 31.24%+24.6pp |
| Employer contribution / active EE | $6,728 | $4,063+65.6% | $4,933+36.4% | $2,726+146.8% |
| Participant deferral / active EE | $12,970 | $7,990+62.3% | $8,070+60.7% | $4,647+179.1% |
| Admin fee / account holder | $163 | $337-51.6% | $12,998-98.7% | $430-62.1% |