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 Service code 55 · EIN 41-0945505 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $25,148 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 49 | Other Services | $12,242 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,408 | $91,538+23.9% | $129,995-12.8% | $75,163+50.9% |
| Participation rate | 95.9% | 71.4%+24.4pp | 78.5%+17.4pp | 67.2%+28.7pp |
| Annual return | 11.84% | -631.11%+642.9pp | -137.18%+149.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $3,684 | $2,845+29.5% | $4,320-14.7% | $2,670+38.0% |
| Participant deferral / active EE | $4,673 | $4,341+7.7% | $5,820-19.7% | $4,125+13.3% |
| Admin fee / account holder | $269 | $6,790-96.0% | $10,614-97.5% | $5,651-95.2% |