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 Service code 53 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Insurance Commissions | $12,068 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0936231 805 S WHEATLEY ST · RIDGELAND, MS 39157 | Recordkeeping | $2,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,350 | $35,600-79.4% | $87,507-91.6% | $63,975-88.5% |
| Participation rate | 13.3% | 56.1%-42.9pp | 73.8%-60.6pp | 71.1%-57.8pp |
| Annual return | 17.86% | 17.86%0pp | 12.21%+5.7pp | 48.65%-30.8pp |
| Employer contribution / active EE | $223 | $854-73.9% | $2,550-91.2% | $2,182-89.8% |
| Participant deferral / active EE | $321 | $1,660-80.6% | $3,149-89.8% | $3,356-90.4% |
| Admin fee / account holder | $5 | $51-89.4% | $4,221-99.9% | $70-92.4% |