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 LLC2 years Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $106,114 |
Filed as: LANCE SOLL & LUNGRARD LLP Service code 10 · EIN 82-4555287 203 N BREA BLVD STE 203 · BREA, CA 92821 | Accounting | $16,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,124 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $332,202 | $52,293+535.3% | $178,490+86.1% | $73,409+352.5% |
| Participation rate | 92.9% | 65.3%+27.6pp | 81.9%+11.0pp | 72.2%+20.7pp |
| Annual return | 23.41% | 34.75%-11.3pp | 151.07%-127.7pp | 59.29%-35.9pp |
| Employer contribution / active EE | $9,573 | $1,735+451.6% | $5,011+91.0% | $2,234+328.6% |
| Participant deferral / active EE | $18,174 | $2,332+679.3% | $5,202+249.4% | $3,805+377.6% |
| Admin fee / account holder | $367 | $127+187.9% | $13,984-97.4% | $158+132.2% |