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 | $2,000 |
Filed as: CETERA ADVISORS LLC Service code 61 · EIN 84-0858799 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,928 | $67,411+24.5% | $91,001-7.8% | $70,131+19.7% |
| Participation rate | 95.7% | 71.4%+24.3pp | 75.6%+20.1pp | 69.5%+26.1pp |
| Annual return | 11.00% | -40.16%+51.2pp | 4.60%+6.4pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,070 | $1,786-40.1% | $2,456-56.4% | $2,342-54.3% |
| Participant deferral / active EE | $4,534 | $2,823+60.6% | $3,547+27.8% | $3,332+36.1% |
| Admin fee / account holder | $18 | $4,236-99.6% | $5,417-99.7% | $4,645-99.6% |