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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $10,487 |
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,686 | $58,208-62.7% | $81,812-73.5% | $80,856-73.2% |
| Participation rate | 24.5% | 63.4%-38.9pp | 72.3%-47.9pp | 67.6%-43.2pp |
| Annual return | 9.56% | 41.66%-32.1pp | 773.79%-764.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $648 | $2,340-72.3% | $2,912-77.8% | $2,755-76.5% |
| Participant deferral / active EE | $1,026 | $3,281-68.7% | $4,319-76.2% | $4,296-76.1% |
| Admin fee / account holder | $102 | $4,981-98.0% | $7,386-98.6% | $6,918-98.5% |