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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $92,435 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 55 · EIN 06-1375177 | Other Commissions | $38,617 |
PASI, LLC5 years Service code 99 · EIN 26-1407927 | Other Fees | $8,800 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,834 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,101 | $46,292+75.2% | $143,757-43.6% | $64,808+25.1% |
| Participation rate | 93.3% | 64.2%+29.1pp | 80.3%+13.0pp | 71.5%+21.9pp |
| Annual return | -9.27% | -10.05%+0.8pp | -0.04%-9.2pp | 32.82%-42.1pp |
| Employer contribution / active EE | $3,412 | $1,910+78.7% | $4,951-31.1% | $2,506+36.2% |
| Participant deferral / active EE | $5,098 | $2,646+92.7% | $5,637-9.6% | $4,310+18.3% |
| Admin fee / account holder | $190 | $154+23.8% | $14,673-98.7% | $188+1.3% |