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) | $100,507 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 55 · EIN 06-1375177 | Other Commissions | $43,189 |
PASI, LLC6 years Service code 99 · EIN 26-1407927 | Other Fees | $8,800 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,928 | $47,126+92.9% | $149,673-39.2% | $74,419+22.2% |
| Participation rate | 93.5% | 63.4%+30.1pp | 78.8%+14.7pp | 70.7%+22.8pp |
| Annual return | 15.85% | 22.75%-6.9pp | 134.42%-118.6pp | 34.38%-18.5pp |
| Employer contribution / active EE | $3,798 | $1,905+99.4% | $4,818-21.2% | $2,637+44.0% |
| Participant deferral / active EE | $5,754 | $2,728+110.9% | $5,680+1.3% | $4,528+27.1% |
| Admin fee / account holder | $198 | $343-42.1% | $13,210-98.5% | $348-43.0% |