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) | $17,210 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $6,615 |
Service code 37 · EIN 04-2647786 | Loan Processing | $931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,001 | $102,317-51.1% | $146,958-66.0% | $80,856-38.2% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.2%+8.0pp | 67.6%+22.6pp |
| Annual return | 14.70% | 134.76%-120.1pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,310 | $3,713+16.1% | $4,933-12.6% | $2,755+56.5% |
| Participant deferral / active EE | $10,257 | $6,644+54.4% | $8,070+27.1% | $4,296+138.8% |
| Admin fee / account holder | $234 | $7,941-97.1% | $12,998-98.2% | $6,918-96.6% |