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 7-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 ADVISORS Service code 27 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $31,932 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $25,363 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,820 | $132,049-12.3% | $200,582-42.3% | $74,304+55.9% |
| Participation rate | 95.8% | 84.1%+11.8pp | 86.9%+8.9pp | 60.3%+35.5pp |
| Annual return | 16.76% | 22.22%-5.5pp | 42.33%-25.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $3,831 | $4,558-15.9% | $6,419-40.3% | $2,241+70.9% |
| Participant deferral / active EE | $7,771 | $7,213+7.7% | $9,331-16.7% | $3,767+106.3% |
| Admin fee / account holder | $401 | $2,405-83.3% | $16,305-97.5% | $2,969-86.5% |