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 LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $12,986 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $11,676 |
Filed as: TAX SHELTERED COMPENSATION, INC Service code 15 · EIN 41-0955056 | Recordkeeping | $800 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,296 | $122,239-67.0% | $184,200-78.1% | $74,546-45.9% |
| Participation rate | 94.3% | 85.5%+8.8pp | 86.8%+7.5pp | 67.2%+27.1pp |
| Annual return | 16.16% | 19.95%-3.8pp | 28.80%-12.6pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $2,604 | $4,537-42.6% | $6,424-59.5% | $2,624-0.8% |
| Participant deferral / active EE | $5,058 | $7,139-29.1% | $9,132-44.6% | $4,347+16.3% |
| Admin fee / account holder | $177 | $1,260-85.9% | $13,907-98.7% | $1,944-90.9% |