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 LLC6+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $130,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,283 |
BAKER TILLY US, LLP6+ years Filed as: BAKER TILLY VIRCHOW Service code 10 · EIN 39-0859910 | Accounting | $22,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,916 | $43,466+49.3% | $90,951-28.6% | $90,288-28.1% |
| Participation rate | 90.9% | 62.5%+28.4pp | 69.0%+21.9pp | 73.4%+17.5pp |
| Annual return | 16.46% | 25.26%-8.8pp | 134.60%-118.1pp | 53.97%-37.5pp |
| Employer contribution / active EE | $1,371 | $840+63.3% | $2,122-35.4% | $2,524-45.7% |
| Participant deferral / active EE | $5,184 | $2,138+142.5% | $3,373+53.7% | $4,232+22.5% |
| Admin fee / account holder | $97 | $92+5.7% | $5,959-98.4% | $114-14.8% |