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 Service code 55 · EIN 95-3845382 | Other Commissions | $29,754 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,994 | $84,936-1.1% | $111,297-24.5% | $79,386+5.8% |
| Participation rate | 97.2% | 75.9%+21.4pp | 77.3%+19.9pp | 70.7%+26.5pp |
| Annual return | 16.16% | 17.45%-1.3pp | 54.65%-38.5pp | 116.85%-100.7pp |
| Employer contribution / active EE | $2,466 | $1,979+24.6% | $2,731-9.7% | $2,427+1.6% |
| Participant deferral / active EE | $6,555 | $3,888+68.6% | $4,487+46.1% | $4,046+62.0% |
| Admin fee / account holder | $40 | $537-92.5% | $7,964-99.5% | $626-93.6% |