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 13 · EIN 42-0127290 | Contract Administrator | $59,163 |
Service code 49 · EIN 95-3845382 | Other Services | $22,221 |
Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $5,872 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,735 | $71,883+81.9% | $86,677+50.8% | $68,494+90.9% |
| Participation rate | 97.8% | 72.2%+25.6pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -14.64% | 3.52%-18.2pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $8,058 | $2,173+270.8% | $2,836+184.1% | $2,596+210.4% |
| Participant deferral / active EE | $6,698 | $3,779+77.2% | $4,656+43.9% | $4,027+66.3% |
| Admin fee / account holder | $533 | $6,112-91.3% | $7,493-92.9% | $5,403-90.1% |