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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,725 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 61 · EIN 41-1483314 | Finders' fees / placement fees | $0 |
Employer 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 | $26,385 | $68,413-61.4% | $123,104-78.6% | $55,191-52.2% |
| Participation rate | 94.3% | 84.5%+9.8pp | 86.8%+7.5pp | 69.2%+25.2pp |
| Annual return | 1.34% | 6.30%-5.0pp | 13.22%-11.9pp | 10.78%-9.4pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,609 | $4,490-41.9% | $6,230-58.1% | $3,046-14.4% |
| Admin fee / account holder | $6 | $88-93.4% | $9,015-99.9% | $91-93.6% |