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 LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $45,766 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,641 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,514 | $106,028+25.0% | $146,958-9.8% | $77,643+70.7% |
| Participation rate | 89.8% | 78.4%+11.4pp | 82.2%+7.6pp | 70.6%+19.2pp |
| Annual return | 15.21% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,531 | $4,063-37.7% | $4,933-48.7% | $2,726-7.2% |
| Participant deferral / active EE | $11,362 | $7,990+42.2% | $8,070+40.8% | $4,647+144.5% |
| Admin fee / account holder | $189 | $337-44.1% | $12,998-98.5% | $430-56.2% |