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 63 200 N. PACIFIC COAST HIGHWAY · EL SEGUNDO, CA 92045 | 12b-1 Fees | $10,882 |
RANDALL & HURLEY, INC.1 year Service code 10 · EIN 91-1661080 8285 GREAT NORTHERN BLVD · HELENA, MT 59601 | Accounting | $8,213 |
DOUGLAS WILSON & CO.4+ years Service code 10 · EIN 81-0446334 1000 1ST AVE. SOUTH · GREAT FALLS, MT 59401 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,838 | $51,620-63.5% | $90,281-79.1% | $65,185-71.1% |
| Participation rate | 68.5% | 68.6%-0.1pp | 73.3%-4.8pp | 70.2%-1.7pp |
| Annual return | 3.83% | 24.94%-21.1pp | 78.10%-74.3pp | 29.38%-25.6pp |
| Employer contribution / active EE | $649 | $2,235-71.0% | $2,854-77.3% | $2,177-70.2% |
| Participant deferral / active EE | $568 | $2,871-80.2% | $3,885-85.4% | $3,514-83.8% |
| Admin fee / account holder | $150 | $384-61.0% | $5,351-97.2% | $847-82.3% |