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 LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 99 · EIN 95-3845382 | Other Fees | $21,381 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $612 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,235 | $72,277-36.0% | $101,248-54.3% | $79,858-42.1% |
| Participation rate | 58.1% | 68.5%-10.4pp | 75.8%-17.7pp | 69.6%-11.6pp |
| Annual return | 11.08% | 22.30%-11.2pp | 46.47%-35.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $3,426 | $2,692+27.3% | $3,660-6.4% | $2,471+38.6% |
| Participant deferral / active EE | $6,317 | $3,282+92.5% | $4,370+44.6% | $3,740+68.9% |
| Admin fee / account holder | $39 | $4,400-99.1% | $5,945-99.3% | $5,306-99.3% |