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 26 · EIN 71-0294708 | Advisory (Participants) | $3,924 |
BENEFITS, INC.3 years Service code 49 · EIN 39-1458932 | Other Services | $945 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS Service code 99 · EIN 95-3845382 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,647 | $59,263+2.3% | $96,562-37.2% | $79,386-23.6% |
| Participation rate | 97.6% | 61.9%+35.7pp | 69.8%+27.8pp | 70.7%+26.9pp |
| Annual return | 13.57% | 27.07%-13.5pp | 37.78%-24.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,013 | $1,216-16.7% | $2,356-57.0% | $2,427-58.3% |
| Participant deferral / active EE | $5,426 | $2,948+84.1% | $3,849+41.0% | $4,046+34.1% |
| Admin fee / account holder | $48 | $658-92.7% | $6,181-99.2% | $626-92.3% |