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 LLC3 years Filed as: CETERA ADVISORS, LLC Service code 99 | Other Fees | $97,096 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC Service code 49 | Other Services | $31,805 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MNGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $20,922 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20,922 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS LLC Service code 99 · EIN 84-0858799 | Other Fees | $0 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC. Service code 49 · EIN 06-1504963 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,298 | $127,481-47.2% | $149,696-55.0% | $90,288-25.5% |
| Participation rate | 57.5% | 78.2%-20.7pp | 82.5%-25.0pp | 73.4%-15.8pp |
| Annual return | 27.68% | 57.78%-30.1pp | 276.60%-248.9pp | 53.97%-26.3pp |
| Employer contribution / active EE | $593 | $3,448-82.8% | $4,644-87.2% | $2,524-76.5% |
| Participant deferral / active EE | $3,028 | $6,975-56.6% | $6,842-55.7% | $4,232-28.5% |
| Admin fee / account holder | $180 | $152+18.7% | $9,309-98.1% | $114+57.9% |