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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $30,614 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,480 | $42,894+169.2% | $60,874+89.7% | $68,494+68.6% |
| Participation rate | 94.4% | 66.8%+27.7pp | 73.1%+21.3pp | 67.9%+26.6pp |
| Annual return | 9.34% | -13.98%+23.3pp | 16.90%-7.6pp | -7.84%+17.2pp |
| Employer contribution / active EE | $2,763 | $1,978+39.7% | $2,701+2.3% | $2,596+6.4% |
| Participant deferral / active EE | $9,838 | $2,867+243.2% | $3,817+157.8% | $4,027+144.3% |
| Admin fee / account holder | $289 | $3,101-90.7% | $3,224-91.0% | $5,403-94.6% |