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 |
|---|---|---|
FIIOC7 years Service code 37 · EIN 04-2647786 | Loan Processing | $27,774 |
Filed as: CETERA ADVISOR NETWORKS Service code 55 | Other Commissions | $24,176 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,730 | $79,013-14.3% | $100,391-32.5% | $74,495-9.1% |
| Participation rate | 87.2% | 79.5%+7.7pp | 81.5%+5.7pp | 67.2%+20.0pp |
| Annual return | 14.24% | 20.41%-6.2pp | 49.20%-35.0pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $631 | $3,021-79.1% | $3,942-84.0% | $2,623-76.0% |
| Participant deferral / active EE | $6,429 | $7,760-17.2% | $8,082-20.5% | $4,346+47.9% |
| Admin fee / account holder | $171 | $1,320-87.0% | $7,899-97.8% | $1,942-91.2% |