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 LLC3+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $38,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,450 |
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 | $58,497 | $45,324+29.1% | $122,332-52.2% | $69,631-16.0% |
| Participation rate | 99.4% | 59.9%+39.5pp | 71.6%+27.8pp | 70.7%+28.7pp |
| Annual return | 18.03% | 25.35%-7.3pp | 30.27%-12.2pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $4,288 | $1,230+248.7% | $4,050+5.9% | $2,032+111.0% |
| Participant deferral / active EE | $3,573 | $2,367+50.9% | $3,287+8.7% | $3,224+10.8% |
| Admin fee / account holder | $100 | $87+15.3% | $5,478-98.2% | $110-9.2% |