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 55 · EIN 95-3845382 | Other Commissions | $22,995 |
SERVATIUS, O'BRIEN & FONG, LLP2+ years Service code 10 · EIN 46-4478883 | Accounting | $10,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,259 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,436 | $46,297+30.5% | $71,671-15.7% | $62,292-3.0% |
| Participation rate | 73.5% | 60.6%+12.9pp | 68.7%+4.8pp | 69.5%+4.0pp |
| Annual return | 17.79% | 22.32%-4.5pp | 20.65%-2.9pp | 28.90%-11.1pp |
| Employer contribution / active EE | $734 | $1,412-48.0% | $2,460-70.2% | $2,042-64.1% |
| Participant deferral / active EE | $4,875 | $2,235+118.1% | $3,438+41.8% | $3,169+53.8% |
| Admin fee / account holder | $88 | $461-80.9% | $5,558-98.4% | $479-81.6% |