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 27 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $32,141 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,069 |
Service code 13 22720 FAIRVIEW CENTER DRIVE, #100 · FAIRVIEW PARK, OH 441263618 | Contract Administrator | $3,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,486 | $88,083-33.6% | $164,813-64.5% | $74,495-21.5% |
| Participation rate | 96.1% | 73.0%+23.0pp | 78.6%+17.5pp | 67.2%+28.9pp |
| Annual return | 14.94% | 17.26%-2.3pp | 69.93%-55.0pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,200 | $2,593-15.1% | $4,341-49.3% | $2,623-16.1% |
| Participant deferral / active EE | $3,832 | $4,498-14.8% | $6,031-36.5% | $4,346-11.8% |
| Admin fee / account holder | $193 | $2,234-91.4% | $12,690-98.5% | $1,942-90.1% |