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 ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $62,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,155 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,106 | $101,317-36.7% | $146,958-56.4% | $74,495-13.9% |
| Participation rate | 89.7% | 75.5%+14.2pp | 82.2%+7.6pp | 67.2%+22.5pp |
| Annual return | 16.54% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $7 | $3,810-99.8% | $4,933-99.9% | $2,623-99.7% |
| Participant deferral / active EE | $12,857 | $7,303+76.1% | $8,070+59.3% | $4,346+195.9% |
| Admin fee / account holder | $453 | $1,739-74.0% | $12,998-96.5% | $1,942-76.7% |