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 |
|---|---|---|
Service code 27 · EIN 87-4130828 | Advisory (Plan) | $16,667 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $11,346 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,101 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $2,525 |
TRANSAMEIRCA TRUST COMPANY1 year Service code 21 · EIN 42-0947998 | Bank Trustee | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,418 | $132,049+18.5% | $200,582-22.0% | $74,304+110.5% |
| Participation rate | 71.9% | 84.1%-12.1pp | 86.9%-15.0pp | 60.3%+11.6pp |
| Annual return | 14.80% | 22.22%-7.4pp | 42.33%-27.5pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,501 | $4,558-45.1% | $6,419-61.0% | $2,241+11.6% |
| Participant deferral / active EE | $5,857 | $7,213-18.8% | $9,331-37.2% | $3,767+55.5% |
| Admin fee / account holder | $246 | $2,405-89.8% | $16,305-98.5% | $2,969-91.7% |