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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $124,280 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $73,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,116 | $48,698-15.6% | $93,606-56.1% | $199,593-79.4% |
| Participation rate | 57.9% | 63.5%-5.7pp | 68.7%-10.9pp | 72.0%-14.1pp |
| Annual return | 13.13% | 15.34%-2.2pp | 133.20%-120.1pp | 34.25%-21.1pp |
| Employer contribution / active EE | $617 | $1,135-45.6% | $2,420-74.5% | $3,034-79.7% |
| Participant deferral / active EE | $3,577 | $2,817+27.0% | $4,411-18.9% | $5,087-29.7% |
| Admin fee / account holder | $187 | $195-4.3% | $8,285-97.7% | $269-30.6% |