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 | $87,870-21.0% | $113,168-38.6% | $74,304-6.6% |
| Participation rate | 97.5% | 70.7%+26.7pp | 76.6%+20.9pp | 60.3%+37.1pp |
| Annual return | 16.87% | 26.44%-9.6pp | 24.27%-7.4pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,252 | $2,277-1.1% | $2,975-24.3% | $2,241+0.5% |
| Participant deferral / active EE | $6,457 | $4,241+52.3% | $5,107+26.4% | $3,767+71.4% |
| Admin fee / account holder | $287 | $3,368-91.5% | $12,068-97.6% | $2,969-90.3% |