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 |
|---|---|---|
Filed as: CETERA ADVISORS, LLC Service code 99 | Other Fees | $49,462 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MNGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $15,530 |
MORNINGSTAR4+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $6,053 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 | Advisory (Plan) | $6,053 |
Filed as: CETERA ADVISORS LLC Service code 99 · EIN 84-0858799 | Other Fees | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,671 | $88,874-50.9% | $123,544-64.7% | $75,289-42.0% |
| Participation rate | 65.0% | 75.9%-10.9pp | 82.3%-17.3pp | 72.4%-7.5pp |
| Annual return | -3.86% | 4.22%-8.1pp | 119.20%-123.1pp | -0.04%-3.8pp |
| Employer contribution / active EE | $1,278 | $3,256-60.8% | $4,628-72.4% | $2,405-46.9% |
| Participant deferral / active EE | $2,686 | $6,174-56.5% | $6,426-58.2% | $3,739-28.1% |
| Admin fee / account holder | $78 | $95-17.3% | $9,284-99.2% | $102-23.6% |