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 |
|---|---|---|
ADP BROKER-DEALER3+ years Service code 59 | Shareholder Servicing | $0 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,997 | $71,666+13.0% | $117,854-31.3% | $69,631+16.3% |
| Participation rate | 85.8% | 77.5%+8.2pp | 79.7%+6.1pp | 70.7%+15.1pp |
| Annual return | 14.07% | 18.86%-4.8pp | 335.08%-321.0pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $1,608 | $1,889-14.9% | $3,786-57.5% | $2,032-20.9% |
| Participant deferral / active EE | $2,493 | $3,340-25.4% | $4,482-44.4% | $3,224-22.7% |
| Admin fee / account holder | $14 | $120-88.6% | $8,020-99.8% | $110-87.5% |