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 · EIN 41-0945505 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 90245 | Insurance Commissions | $29,064 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 49 | Other Services | $26,398 |
Service code 49 · EIN 36-4430093 119 E PALATINE RD STE 104 · PALATINE, IL 60067 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,808 | $81,900+43.8% | $119,609-1.5% | $68,494+72.0% |
| Participation rate | 95.8% | 71.9%+23.9pp | 79.3%+16.6pp | 67.9%+27.9pp |
| Annual return | -15.82% | -23.82%+8.0pp | -14.97%-0.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,663 | $2,693+36.0% | $4,232-13.4% | $2,596+41.1% |
| Participant deferral / active EE | $4,410 | $4,148+6.3% | $5,602-21.3% | $4,027+9.5% |
| Admin fee / account holder | $269 | $6,582-95.9% | $10,323-97.4% | $5,403-95.0% |