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 8-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 LLC1+ years Filed as: CETERA ADVISORS LLC Service code 15 · EIN 84-0858799 | Recordkeeping | $29,392 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,017 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
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 | $118,146 | $59,535+98.4% | $90,160+31.0% | $62,292+89.7% |
| Participation rate | 80.3% | 73.0%+7.2pp | 76.9%+3.4pp | 69.5%+10.7pp |
| Annual return | 0.00% | 23.53%-23.5pp | 34.88%-34.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $3,709 | $1,826+103.2% | $3,318+11.8% | $2,042+81.6% |
| Participant deferral / active EE | $7,310 | $4,639+57.6% | $5,288+38.3% | $3,169+130.7% |
| Admin fee / account holder | $320 | $337-5.0% | $5,943-94.6% | $479-33.2% |