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) | $26,701 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $22,068 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC. Service code 27 · EIN 95-2834236 | Advisory (Plan) | $2,259 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,429 | $85,515-18.8% | $112,040-38.0% | $67,986+2.1% |
| Participation rate | 97.5% | 68.2%+29.2pp | 76.5%+21.0pp | 57.2%+40.2pp |
| Annual return | 16.87% | 29.68%-12.8pp | 24.52%-7.7pp | 31.67%-14.8pp |
| Employer contribution / active EE | $2,252 | $2,191+2.8% | $2,954-23.8% | $2,019+11.6% |
| Participant deferral / active EE | $6,457 | $4,014+60.9% | $5,098+26.7% | $3,358+92.3% |
| Admin fee / account holder | $287 | $3,774-92.4% | $12,098-97.6% | $3,203-91.0% |