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 ADVISERS, LLC Service code 26 500 SUN VALLEY DRIVE · ROSWELL, GA 30076 | Advisory (Participants) | $18,929 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,446 |
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 | $52,787 | $99,985-47.2% | $146,665-64.0% | $85,850-38.5% |
| Participation rate | 73.3% | 73.1%+0.3pp | 80.1%-6.7pp | 69.3%+4.0pp |
| Annual return | 29.36% | 18.93%+10.4pp | 22.74%+6.6pp | 318.53%-289.2pp |
| Employer contribution / active EE | $2,188 | $2,559-14.5% | $4,136-47.1% | $2,565-14.7% |
| Participant deferral / active EE | $4,208 | $4,006+5.1% | $5,506-23.6% | $3,952+6.5% |
| Admin fee / account holder | $445 | $7,702-94.2% | $10,280-95.7% | $6,260-92.9% |