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 | $81,625-34.6% | $167,512-68.1% | $74,304-28.2% |
| Participation rate | 76.6% | 60.0%+16.6pp | 77.1%-0.4pp | 60.3%+16.3pp |
| Annual return | 18.89% | 26.09%-7.2pp | 1615.79%-1596.9pp | 29.43%-10.5pp |
| Employer contribution / active EE | $3,947 | $2,010+96.3% | $3,882+1.7% | $2,241+76.1% |
| Participant deferral / active EE | $7,164 | $4,115+74.1% | $6,405+11.9% | $3,767+90.2% |
| Admin fee / account holder | $312 | $3,474-91.0% | $9,769-96.8% | $2,969-89.5% |