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 9-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 ADVISORS, LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $45,150 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,748 |
BLUE CHIP RETIREMENT PLANS, INC.7+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 10 154 HANSEN RD. SUITE 102 · CHARLOTTESVILLE, VA 22911 | Accounting | $8,926 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,481 | $50,956-6.8% | $96,562-50.8% | $86,799-45.3% |
| Participation rate | 57.5% | 65.2%-7.8pp | 69.8%-12.3pp | 72.3%-14.8pp |
| Annual return | 46.70% | 21.27%+25.4pp | 37.78%+8.9pp | 97.91%-51.2pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,461 | $2,954-50.6% | $3,849-62.0% | $4,131-64.6% |
| Admin fee / account holder | $204 | $166+22.7% | $6,181-96.7% | $170+20.1% |