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 4-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 | $5,484 |
CETERA ADVISOR NETWORKS LLC2+ years Service code 61 · EIN 95-3845382 | Finders' fees / placement fees | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS PERSONAL FINANCIAL Service code 61 · EIN 27-0493248 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,722 | $92,971-77.7% | $96,683-78.6% | $74,419-72.2% |
| Participation rate | 60.9% | 71.5%-10.6pp | 74.3%-13.4pp | 70.7%-9.8pp |
| Annual return | 17.94% | 37.49%-19.5pp | 35.69%-17.8pp | 34.38%-16.4pp |
| Employer contribution / active EE | $341 | $3,426-90.1% | $3,737-90.9% | $2,637-87.1% |
| Participant deferral / active EE | $1,856 | $3,970-53.3% | $4,878-62.0% | $4,528-59.0% |
| Admin fee / account holder | $12 | $633-98.1% | $6,730-99.8% | $348-96.6% |