Filed October 24, 2019
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 |
|---|---|---|
CADENT CAPITAL ADVISORS LLC4 years Service code 27 · EIN 45-4339378 | Advisory (Plan) | $14,416 |
Service code 37 · EIN 04-2647786 | Loan Processing | $631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,655 | $73,867-42.3% | $143,757-70.3% | $68,494-37.7% |
| Participation rate | 93.7% | 66.7%+27.0pp | 80.3%+13.4pp | 67.9%+25.8pp |
| Annual return | -15.88% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,191 | $3,184-31.2% | $4,951-55.7% | $2,596-15.6% |
| Participant deferral / active EE | $3,995 | $3,384+18.0% | $5,637-29.1% | $4,027-0.8% |
| Admin fee / account holder | $114 | $5,755-98.0% | $14,673-99.2% | $5,403-97.9% |