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 LLC7+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $154,601 |
Service code 37 · EIN 04-2647786 | Loan Processing | $114,201 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $23,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,943 | $48,166+45.2% | $96,562-27.6% | $93,030-24.8% |
| Participation rate | 93.1% | 65.1%+28.0pp | 69.8%+23.3pp | 73.9%+19.2pp |
| Annual return | 14.02% | 21.31%-7.3pp | 37.78%-23.8pp | 158.70%-144.7pp |
| Employer contribution / active EE | $1,708 | $1,070+59.6% | $2,356-27.5% | $2,706-36.9% |
| Participant deferral / active EE | $6,487 | $2,576+151.8% | $3,849+68.5% | $4,562+42.2% |
| Admin fee / account holder | $144 | $110+30.4% | $6,181-97.7% | $152-5.2% |