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 INVESTMENT SERVICES LLC Service code 27 400 FIRST ST SOUTH STE 1200 · ST CLOUD, MN 56301 | Advisory (Plan) | $25,755 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA RETIREMENT PLAN Service code 13 2125 OAK GROVE RD STE 105 · WALNUT CREEK, CA 94598 | Contract Administrator | $7,955 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,988 | $63,745-45.1% | $98,442-64.5% | $79,386-55.9% |
| Participation rate | 66.5% | 69.9%-3.4pp | 73.3%-6.8pp | 70.7%-4.2pp |
| Annual return | 18.40% | 625.80%-607.4pp | 1492.73%-1474.3pp | 116.85%-98.4pp |
| Employer contribution / active EE | $1,212 | $2,557-52.6% | $2,960-59.1% | $2,427-50.1% |
| Participant deferral / active EE | $2,997 | $3,303-9.3% | $4,276-29.9% | $4,046-25.9% |
| Admin fee / account holder | $182 | $516-64.6% | $5,949-96.9% | $626-70.9% |