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 60 · EIN 04-2647786 | Sub-TA Fees | $40,563 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CWM LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $34,754 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,735 | $101,499-67.7% | $147,005-77.7% | $74,546-56.1% |
| Participation rate | 81.1% | 75.5%+5.6pp | 82.2%-1.0pp | 67.2%+13.9pp |
| Annual return | 17.86% | 8732.34%-8714.5pp | 418.76%-400.9pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $3,653 | $3,811-4.2% | $4,934-26.0% | $2,624+39.2% |
| Participant deferral / active EE | $8,413 | $7,304+15.2% | $8,070+4.3% | $4,347+93.5% |
| Admin fee / account holder | $199 | $1,748-88.6% | $13,006-98.5% | $1,944-89.7% |