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) | $111,168 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 55 · EIN 06-1375177 | Other Commissions | $48,930 |
PASI, LLC7 years Service code 99 · EIN 26-1407927 | Other Fees | $10,450 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,868 | $50,815+90.6% | $155,509-37.7% | $77,643+24.8% |
| Participation rate | 96.5% | 63.1%+33.4pp | 78.2%+18.4pp | 70.6%+26.0pp |
| Annual return | 14.26% | 34.80%-20.5pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $4,077 | $1,993+104.6% | $4,672-12.7% | $2,726+49.6% |
| Participant deferral / active EE | $6,003 | $2,822+112.7% | $5,626+6.7% | $4,647+29.2% |
| Admin fee / account holder | $197 | $437-54.9% | $15,912-98.8% | $430-54.3% |