Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $78,072 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $66,501 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,569 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,360 | $129,095-16.8% | $184,200-41.7% | $77,671+38.2% |
| Participation rate | 93.4% | 87.3%+6.0pp | 86.8%+6.5pp | 70.6%+22.8pp |
| Annual return | 18.53% | 33.29%-14.8pp | 28.80%-10.3pp | 31.21%-12.7pp |
| Employer contribution / active EE | $4,842 | $4,410+9.8% | $6,424-24.6% | $2,726+77.6% |
| Participant deferral / active EE | $12,850 | $7,300+76.0% | $9,132+40.7% | $4,648+176.5% |
| Admin fee / account holder | $199 | $256-22.3% | $13,907-98.6% | $430-53.8% |