See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BPM LLP1 year Service code 10 · EIN 81-4234542 | Accounting | $24,075 |
Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $11,250 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,212 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,525 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,309 | $76,050+143.7% | $96,544+91.9% | $71,457+159.3% |
| Participation rate | 78.4% | 74.4%+4.0pp | 76.0%+2.4pp | 67.9%+10.5pp |
| Annual return | 23.78% | 22.81%+1.0pp | 25.84%-2.1pp | 28.85%-5.1pp |
| Employer contribution / active EE | $1,731 | $2,244-22.9% | $2,965-41.6% | $2,588-33.1% |
| Participant deferral / active EE | $12,717 | $4,215+201.7% | $4,851+162.2% | $4,289+196.5% |
| Admin fee / account holder | $217 | $2,707-92.0% | $8,252-97.4% | $1,587-86.3% |