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 LLC1+ years Service code 27 · EIN 76-0028668 | Advisory (Plan) | $44,336 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,125 |
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 | $40,759 | $47,078-13.4% | $100,671-59.5% | $55,191-26.1% |
| Participation rate | 99.7% | 58.0%+41.7pp | 70.7%+29.0pp | 69.2%+30.5pp |
| Annual return | -0.12% | 0.65%-0.8pp | 20.43%-20.5pp | 10.78%-10.9pp |
| Employer contribution / active EE | $2,803 | $1,065+163.1% | $4,012-30.1% | $1,899+47.6% |
| Participant deferral / active EE | $3,450 | $2,038+69.3% | $3,144+9.7% | $3,046+13.3% |
| Admin fee / account holder | $117 | $153-23.7% | $4,850-97.6% | $91+28.7% |