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 LLC7 years Filed as: CETERA INVESTMENT SERVICES LLC Service code 27 400 FIRST ST SOUTH STE 1200 · ST CLOUD, MN 56301 | Advisory (Plan) | $48,099 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 13 PO BOX 303 · SAINT CLOUD, MN 56302 | Contract Administrator | $22,165 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,327 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,768 | $56,317-6.3% | $71,209-25.9% | $74,304-29.0% |
| Participation rate | 94.0% | 55.1%+38.8pp | 73.8%+20.2pp | 60.3%+33.6pp |
| Annual return | 47.57% | 42.83%+4.7pp | 282.51%-234.9pp | 29.43%+18.1pp |
| Employer contribution / active EE | $2,184 | $2,160+1.1% | $2,721-19.7% | $2,241-2.5% |
| Participant deferral / active EE | $5,639 | $2,788+102.3% | $4,175+35.1% | $3,767+49.7% |
| Admin fee / account holder | $219 | $2,290-90.4% | $5,349-95.9% | $2,969-92.6% |