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 |
|---|---|---|
Filed as: CETURA ADVISOR NETWORKS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $142,899 |
LANCE SOLL & LUNGHARD LLP2 years Filed as: LANCE SOLL & LUNGRARD LLP Service code 10 203 N BREA BLVD STE 203 · BREA, CA 92821 | Accounting | $10,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,779 | $56,485+551.1% | $185,823+97.9% | $86,799+323.7% |
| Participation rate | 93.6% | 65.5%+28.1pp | 81.7%+11.9pp | 72.3%+21.3pp |
| Annual return | 17.04% | 118.04%-101.0pp | 122.05%-105.0pp | 97.91%-80.9pp |
| Employer contribution / active EE | $8,593 | $1,843+366.3% | $5,167+66.3% | $2,405+257.3% |
| Participant deferral / active EE | $17,494 | $2,553+585.2% | $5,568+214.2% | $4,131+323.5% |
| Admin fee / account holder | $419 | $150+180.4% | $16,237-97.4% | $170+147.4% |