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 LLC3 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $29,726 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $134,953 | $48,230+179.8% | $67,502+99.9% | $80,856+66.9% |
| Participation rate | 95.1% | 66.4%+28.7pp | 72.9%+22.2pp | 67.6%+27.4pp |
| Annual return | 24.31% | 18.28%+6.0pp | 3512.12%-3487.8pp | 35.59%-11.3pp |
| Employer contribution / active EE | $2,991 | $2,020+48.1% | $2,731+9.5% | $2,755+8.6% |
| Participant deferral / active EE | $9,766 | $2,924+234.0% | $4,000+144.2% | $4,296+127.3% |
| Admin fee / account holder | $279 | $3,681-92.4% | $3,998-93.0% | $6,918-96.0% |