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 LLC4 years Filed as: CETERA ADVISOR NETWORKS Service code 63 200 N. PACIFIC COAST HIGHWAY · EL SEGUNDO, CA 92045 | 12b-1 Fees | $11,115 |
ANDERSON ZURMUEHLEN1 year Service code 10 · EIN 81-0385940 | Accounting | $10,000 |
BIG SKY RETIREMENT INC1 year Filed as: BIG SKY RETIREMENT Service code 13 · EIN 82-4211528 | Contract Administrator | $9,930 |
Participant contribution per participant 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 | $21,642 | $63,745-66.0% | $98,442-78.0% | $79,386-72.7% |
| Participation rate | 79.7% | 69.9%+9.8pp | 73.3%+6.4pp | 70.7%+9.0pp |
| Annual return | 25.72% | 625.80%-600.1pp | 1492.73%-1467.0pp | 116.85%-91.1pp |
| Employer contribution / active EE | $846 | $2,557-66.9% | $2,960-71.4% | $2,427-65.1% |
| Participant deferral / active EE | $822 | $3,303-75.1% | $4,276-80.8% | $4,046-79.7% |
| Admin fee / account holder | $175 | $516-66.1% | $5,949-97.1% | $626-72.1% |