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 LLC5 years Filed as: CETERA ADVISOR NETWORKS Service code 63 200 N. PACIFIC COAST HIGHWAY · EL SEGUNDO, CA 92045 | 12b-1 Fees | $12,160 |
BIG SKY RETIREMENT INC2 years Filed as: BIG SKY RETIREMENT Service code 13 · EIN 82-4211528 | Contract Administrator | $10,276 |
ANDERSON ZURMUEHLEN2 years Service code 10 · EIN 81-0385940 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,974 | $51,197-57.1% | $82,719-73.4% | $66,914-67.2% |
| Participation rate | 78.7% | 67.8%+10.9pp | 72.6%+6.1pp | 69.8%+8.9pp |
| Annual return | -13.29% | -9.64%-3.7pp | 701.18%-714.5pp | 1.58%-14.9pp |
| Employer contribution / active EE | $863 | $2,611-66.9% | $3,009-71.3% | $2,544-66.1% |
| Participant deferral / active EE | $1,108 | $3,458-68.0% | $4,395-74.8% | $4,237-73.9% |
| Admin fee / account holder | $214 | $416-48.5% | $5,329-96.0% | $593-63.9% |