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 LLC4 years Service code 55 · EIN 41-0945505 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $33,390 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 49 | Other Services | $13,719 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,255 | $88,083+28.6% | $164,813-31.3% | $74,495+52.0% |
| Participation rate | 95.9% | 73.0%+22.8pp | 78.6%+17.3pp | 67.2%+28.7pp |
| Annual return | 29.03% | 17.26%+11.8pp | 69.93%-40.9pp | 1364.94%-1335.9pp |
| Employer contribution / active EE | $3,948 | $2,593+52.3% | $4,341-9.1% | $2,623+50.5% |
| Participant deferral / active EE | $4,657 | $4,498+3.5% | $6,031-22.8% | $4,346+7.2% |
| Admin fee / account holder | $318 | $2,234-85.8% | $12,690-97.5% | $1,942-83.6% |