Filed March 3, 2026
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 LLC6 years Service code 55 · EIN 95-3845382 | Other Commissions | $157,389 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,900 |
Employer contribution per participant 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 | $135,915 | $155,364-12.5% | $103,476+31.3% | $77,643+75.1% |
| Participation rate | 96.5% | 85.5%+11.0pp | 80.5%+16.0pp | 70.6%+25.9pp |
| Annual return | 15.14% | 19.02%-3.9pp | 23.90%-8.8pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,356 | $5,949-77.2% | $4,672-71.0% | $2,726-50.2% |
| Participant deferral / active EE | $9,655 | $8,482+13.8% | $6,623+45.8% | $4,647+107.8% |
| Admin fee / account holder | $8 | $503-98.5% | $9,413-99.9% | $430-98.3% |