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 LLC5 years Service code 27 · EIN 45-4339378 | Advisory (Plan) | $14,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,800 | $77,899-45.1% | $149,673-71.4% | $75,163-43.1% |
| Participation rate | 94.7% | 65.6%+29.1pp | 78.8%+15.9pp | 67.2%+27.5pp |
| Annual return | 14.50% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,336 | $3,137-25.6% | $4,818-51.5% | $2,670-12.5% |
| Participant deferral / active EE | $4,327 | $3,411+26.8% | $5,680-23.8% | $4,125+4.9% |
| Admin fee / account holder | $112 | $5,956-98.1% | $13,210-99.2% | $5,651-98.0% |