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 LLC6 years Service code 27 · EIN 45-4339378 | Advisory (Plan) | $14,320 |
Service code 37 · EIN 04-2647786 | Loan Processing | $856 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,247 | $81,248-38.2% | $155,509-67.7% | $80,856-37.9% |
| Participation rate | 83.0% | 66.2%+16.8pp | 78.2%+4.8pp | 67.6%+15.4pp |
| Annual return | 12.97% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,475 | $3,100+12.1% | $4,672-25.6% | $2,755+26.1% |
| Participant deferral / active EE | $5,690 | $3,452+64.9% | $5,626+1.1% | $4,296+32.5% |
| Admin fee / account holder | $118 | $7,997-98.5% | $15,912-99.3% | $6,918-98.3% |