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 LLC3 years Filed as: CETERA ADVISORS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $91,355 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $29,729 |
Employer 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 | $131,507 | $104,317+26.1% | $159,436-17.5% | $86,799+51.5% |
| Participation rate | 99.5% | 77.7%+21.8pp | 82.8%+16.7pp | 72.3%+27.3pp |
| Annual return | 16.36% | 26.32%-10.0pp | 263.57%-247.2pp | 97.91%-81.5pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $7,931 | $6,837+16.0% | $7,352+7.9% | $4,131+92.0% |
| Admin fee / account holder | $232 | $172+34.9% | $10,799-97.8% | $170+37.1% |