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 LLC4 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $38,370 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,540 | $48,795+200.3% | $65,493+123.7% | $84,808+72.8% |
| Participation rate | 90.3% | 67.0%+23.3pp | 73.1%+17.2pp | 68.3%+22.0pp |
| Annual return | 6.89% | 20.20%-13.3pp | 982.45%-975.6pp | 40.90%-34.0pp |
| Employer contribution / active EE | $2,424 | $1,930+25.6% | $2,574-5.8% | $2,631-7.9% |
| Participant deferral / active EE | $11,152 | $2,928+280.8% | $3,961+181.5% | $4,212+164.8% |
| Admin fee / account holder | $358 | $3,877-90.8% | $5,028-92.9% | $7,344-95.1% |