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 5-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 Service code 27 · EIN 36-3258176 | Advisory (Plan) | $29,210 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $7,435 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $2,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,445 | $130,194+9.4% | $169,993-16.2% | $71,457+99.3% |
| Participation rate | 74.2% | 86.1%-12.0pp | 87.0%-12.8pp | 67.9%+6.3pp |
| Annual return | 16.01% | 20.37%-4.4pp | 53.37%-37.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,504 | $4,381-42.9% | $6,785-63.1% | $2,588-3.2% |
| Participant deferral / active EE | $5,883 | $6,923-15.0% | $10,408-43.5% | $4,289+37.2% |
| Admin fee / account holder | $262 | $966-72.8% | $12,815-98.0% | $1,587-83.5% |