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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $16,002 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,578 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,811 | $26,549+23.6% | $61,373-46.5% | $66,914-51.0% |
| Participation rate | 73.2% | 38.1%+35.1pp | 52.6%+20.6pp | 69.8%+3.4pp |
| Annual return | -17.39% | -16.21%-1.2pp | 338.61%-356.0pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,010 | $651+208.5% | $1,159+73.3% | $2,544-21.0% |
| Participant deferral / active EE | $3,779 | $1,338+182.4% | $2,125+77.9% | $4,237-10.8% |
| Admin fee / account holder | $175 | $409-57.2% | $2,130-91.8% | $593-70.5% |