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 LLC5+ years Filed as: CETERA ADVISORS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $29,814 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,211 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,823 |
FRANK RIMERMAN & CO LLP1 year Service code 10 1801 PAGE MILL ROAD · PALO ALTO, CA 94304 | Accounting | $2,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,994 | $88,515-23.2% | $162,163-58.1% | $67,579+0.6% |
| Participation rate | 51.7% | 86.8%-35.1pp | 87.6%-35.8pp | 71.3%-19.6pp |
| Annual return | 22.27% | 27.04%-4.8pp | 115.59%-93.3pp | 378.56%-356.3pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,614-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,481 | $5,724-21.7% | $7,298-38.6% | $3,539+26.6% |
| Admin fee / account holder | $119 | $124-3.6% | $10,843-98.9% | $142-16.2% |