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 95-3845382 | Advisory (Plan) | $29,757 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,776 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,128 | $77,145+53.1% | $108,410+9.0% | $85,850+37.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 80.1%-0.1pp | 69.3%+10.7pp |
| Annual return | 6.02% | 44.54%-38.5pp | 905.27%-899.3pp | 318.53%-312.5pp |
| Employer contribution / active EE | $2,267 | $2,379-4.7% | $3,558-36.3% | $2,565-11.6% |
| Participant deferral / active EE | $10,148 | $5,566+82.3% | $6,563+54.6% | $3,952+156.8% |
| Admin fee / account holder | $523 | $5,172-89.9% | $7,295-92.8% | $6,260-91.6% |