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 37 · EIN 04-2647786 | Loan Processing | $122,938 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $55,807 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,287 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,830 | $45,000-55.9% | $143,757-86.2% | $77,904-74.5% |
| Participation rate | 96.5% | 66.8%+29.7pp | 80.3%+16.2pp | 73.7%+22.8pp |
| Annual return | -16.18% | 29.03%-45.2pp | -0.04%-16.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $781 | $1,870-58.2% | $4,951-84.2% | $2,848-72.6% |
| Participant deferral / active EE | $2,698 | $3,157-14.5% | $5,637-52.1% | $4,806-43.9% |
| Admin fee / account holder | $122 | $98+23.5% | $14,673-99.2% | $133-8.3% |