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 8-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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $34,203 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,409 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $6,997 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,360 | $74,661-28.5% | $160,784-66.8% | $67,986-21.5% |
| Participation rate | 76.6% | 57.1%+19.5pp | 77.0%-0.3pp | 57.2%+19.4pp |
| Annual return | 18.89% | 28.83%-9.9pp | 1803.92%-1785.0pp | 31.67%-12.8pp |
| Employer contribution / active EE | $3,947 | $1,829+115.8% | $3,733+5.7% | $2,019+95.5% |
| Participant deferral / active EE | $7,164 | $3,681+94.6% | $6,293+13.8% | $3,358+113.3% |
| Admin fee / account holder | $312 | $3,959-92.1% | $9,717-96.8% | $3,203-90.3% |