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 LLC4+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $69,794 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,709 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 · EIN 76-0500416 7425 HOLLISTER ST. · HOUSTON, TX 77040 | Contract Administrator | $49,169 |
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 | $162,037 | $92,897+74.4% | $90,782+78.5% | $56,287+187.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 82.7%+17.3pp | 69.9%+30.1pp |
| Annual return | -5.77% | -2.59%-3.2pp | -3.42%-2.3pp | -9.96%+4.2pp |
| Employer contribution / active EE | $4,180 | $3,871+8.0% | $4,105+1.8% | $2,111+98.0% |
| Participant deferral / active EE | $5,308 | $5,551-4.4% | $5,366-1.1% | $3,350+58.5% |
| Admin fee / account holder | $292 | $440-33.6% | $5,908-95.0% | $521-43.9% |