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: CWM LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $47,965 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,149 |
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 | $183,125 | $87,870+108.4% | $113,168+61.8% | $74,304+146.5% |
| Participation rate | 92.2% | 70.7%+21.5pp | 76.6%+15.7pp | 60.3%+31.9pp |
| Annual return | 15.20% | 26.44%-11.2pp | 24.27%-9.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $3,285 | $2,277+44.3% | $2,975+10.4% | $2,241+46.6% |
| Participant deferral / active EE | $5,025 | $4,241+18.5% | $5,107-1.6% | $3,767+33.4% |
| Admin fee / account holder | $423 | $3,368-87.5% | $12,068-96.5% | $2,969-85.8% |