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 LLC4+ years Service code 55 · EIN 95-3845382 | Other Commissions | $26,303 |
Filed as: SERVATIUS, OBRIEN & FONG, LLP Service code 10 · EIN 45-5514068 | Accounting | $6,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,721 |
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 | $69,438 | $47,922+44.9% | $75,886-8.5% | $65,185+6.5% |
| Participation rate | 79.3% | 63.0%+16.3pp | 69.3%+10.0pp | 70.2%+9.1pp |
| Annual return | 22.37% | 24.12%-1.7pp | 30.76%-8.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $873 | $1,557-43.9% | $2,500-65.1% | $2,177-59.9% |
| Participant deferral / active EE | $5,984 | $2,550+134.7% | $3,603+66.1% | $3,514+70.3% |
| Admin fee / account holder | $96 | $532-81.9% | $5,418-98.2% | $847-88.7% |