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 8-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 26 · EIN 38-3258176 | Advisory (Participants) | $35,818 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,677 | $50,982-30.0% | $154,803-77.0% | $85,563-58.3% |
| Participation rate | 39.9% | 59.8%-19.9pp | 78.1%-38.2pp | 66.0%-26.1pp |
| Annual return | 21.57% | 30.35%-8.8pp | 58.88%-37.3pp | 31.51%-9.9pp |
| Employer contribution / active EE | $804 | $1,708-52.9% | $4,305-81.3% | $2,654-69.7% |
| Participant deferral / active EE | $1,372 | $2,474-44.5% | $5,540-75.2% | $4,375-68.6% |
| Admin fee / account holder | $282 | $846-66.6% | $14,329-98.0% | $834-66.1% |