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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,575 |
CETERA ADVISOR NETWORKS LLC2 years Service code 61 · EIN 95-3845382 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $58,604 | $66,180-11.4% | $118,746-50.6% | $62,292-5.9% |
| Participation rate | 53.0% | 71.3%-18.3pp | 78.3%-25.3pp | 69.5%-16.5pp |
| Annual return | 21.07% | 60.89%-39.8pp | 24.54%-3.5pp | 28.90%-7.8pp |
| Employer contribution / active EE | $1,856 | $3,183-41.7% | $4,193-55.7% | $2,042-9.1% |
| Participant deferral / active EE | $2,930 | $4,247-31.0% | $5,332-45.1% | $3,169-7.6% |
| Admin fee / account holder | $19 | $753-97.5% | $10,720-99.8% | $479-96.1% |