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 13 · EIN 42-0127290 | Contract Administrator | $37,465 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CWM, LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $26,529 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,476 | $61,272+81.9% | $149,673-25.5% | $71,457+56.0% |
| Participation rate | 72.3% | 62.5%+9.7pp | 78.8%-6.5pp | 67.9%+4.3pp |
| Annual return | 20.58% | 35.85%-15.3pp | 134.42%-113.8pp | 28.85%-8.3pp |
| Employer contribution / active EE | $4,229 | $2,378+77.8% | $4,818-12.2% | $2,588+63.4% |
| Participant deferral / active EE | $8,520 | $2,917+192.1% | $5,680+50.0% | $4,289+98.7% |
| Admin fee / account holder | $255 | $1,261-79.8% | $13,210-98.1% | $1,587-83.9% |