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 LLC6+ years Filed as: CETERA ADVISORS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $34,901 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,058 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
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 | $86,540 | $111,608-22.5% | $177,821-51.3% | $73,409+17.9% |
| Participation rate | 51.3% | 87.9%-36.5pp | 87.7%-36.4pp | 72.2%-20.9pp |
| Annual return | 18.86% | 18.23%+0.6pp | 48.32%-29.5pp | 59.29%-40.4pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,008 | $6,199-19.2% | $7,714-35.1% | $3,805+31.6% |
| Admin fee / account holder | $123 | $166-25.5% | $12,427-99.0% | $158-21.9% |