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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $28,161 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,011 | $46,553+132.0% | $64,056+68.6% | $75,163+43.7% |
| Participation rate | 96.3% | 65.9%+30.4pp | 72.3%+24.0pp | 67.2%+29.1pp |
| Annual return | -6.87% | 26.03%-32.9pp | 33.69%-40.6pp | 160.62%-167.5pp |
| Employer contribution / active EE | $2,778 | $1,974+40.7% | $2,747+1.1% | $2,670+4.0% |
| Participant deferral / active EE | $10,409 | $2,837+266.9% | $3,880+168.3% | $4,125+152.3% |
| Admin fee / account holder | $277 | $2,952-90.6% | $3,068-91.0% | $5,651-95.1% |