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 Service code 55 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 90245 | Other Commissions | $27,685 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $26,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,144 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $86,404 | $80,211+7.7% | $74,183+16.5% | $63,975+35.1% |
| Participation rate | 89.1% | 84.2%+4.9pp | 76.6%+12.5pp | 71.1%+18.0pp |
| Annual return | 12.05% | 14.13%-2.1pp | 17.74%-5.7pp | 48.65%-36.6pp |
| Employer contribution / active EE | $1,759 | $2,553-31.1% | $2,370-25.8% | $2,182-19.4% |
| Participant deferral / active EE | $12,373 | $4,370+183.1% | $3,550+248.6% | $3,356+268.6% |
| Admin fee / account holder | -$21 | $67-131.5% | $5,586-100.4% | $70-130.0% |