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 LLC5 years Service code 55 · EIN 41-0945505 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $27,100 |
Filed as: MATCH GRADE ADVISORS Service code 99 · EIN 83-1832626 | Other Fees | $11,348 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 49 | Other Services | $9,800 |
Service code 49 · EIN 36-4430093 119 E PALATINE RD STE 104 · PALATINE, IL 60067 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,157 | $96,484+6.9% | $156,263-34.0% | $74,304+38.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 10.59% | 17.73%-7.1pp | 59.47%-48.9pp | 29.43%-18.8pp |
| Employer contribution / active EE | $3,819 | $2,528+51.1% | $4,333-11.9% | $2,241+70.4% |
| Participant deferral / active EE | $5,543 | $4,286+29.3% | $6,158-10.0% | $3,767+47.1% |
| Admin fee / account holder | $343 | $3,728-90.8% | $14,255-97.6% | $2,969-88.4% |