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 4-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 LLC4+ years Filed as: CETERA INVESTMENT ADVISORS, LLC Service code 28 · EIN 36-3258176 | Investment Management | $23,240 |
NATIONWIDE1 year Service code 14 · EIN 31-4177100 | Plan Administrator | $13,545 |
TSC 401K2 years Service code 14 · EIN 41-0955056 | Plan Administrator | $10,950 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,700 | $104,974-81.2% | $95,585-79.4% | $142,382-86.2% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 14.69% | 210.33%-195.6pp | 38.56%-23.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,352-100.0% | $4,023-100.0% | $6,507-100.0% |
| Admin fee / account holder | $206 | $6,386-96.8% | $6,127-96.6% | $12,624-98.4% |