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 LLC10+ years Service code 55 · EIN 95-3845382 | Other Commissions | $248,747 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,519 |
NATIONAL FINANCIAL SERVICES3 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Recordkeeping fees; Finders' fees / p... | $0 |
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 | $67,728 | $122,186-44.6% | $146,958-53.9% | $199,593-66.1% |
| Participation rate | 87.3% | 78.3%+9.1pp | 82.2%+5.2pp | 72.0%+15.4pp |
| Annual return | 14.74% | 30.56%-15.8pp | 418.34%-403.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $1,765 | $4,093-56.9% | $4,933-64.2% | $3,034-41.8% |
| Participant deferral / active EE | $7,072 | $8,502-16.8% | $8,070-12.4% | $5,087+39.0% |
| Admin fee / account holder | $11 | $179-93.7% | $12,998-99.9% | $269-95.8% |