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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Filed as: CWM, LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $12,558 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $12,018 |
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 | $40,798 | $95,803-57.4% | $113,168-63.9% | $84,808-51.9% |
| Participation rate | 77.0% | 72.9%+4.2pp | 76.6%+0.5pp | 68.3%+8.7pp |
| Annual return | 15.83% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.1pp |
| Employer contribution / active EE | $935 | $2,360-60.4% | $2,975-68.6% | $2,631-64.5% |
| Participant deferral / active EE | $3,544 | $4,242-16.5% | $5,107-30.6% | $4,212-15.9% |
| Admin fee / account holder | $346 | $8,989-96.1% | $12,068-97.1% | $7,344-95.3% |