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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $40,000 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,310 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,572 | $106,028+92.9% | $146,958+39.2% | $77,643+163.5% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.6pp | 70.6%+27.1pp |
| Annual return | 25.87% | 56.73%-30.9pp | 418.34%-392.5pp | 31.24%-5.4pp |
| Employer contribution / active EE | $4,139 | $4,063+1.9% | $4,933-16.1% | $2,726+51.8% |
| Participant deferral / active EE | $12,994 | $7,990+62.6% | $8,070+61.0% | $4,647+179.6% |
| Admin fee / account holder | $176 | $337-47.7% | $12,998-98.6% | $430-59.0% |