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 | $128,603-9.9% | $197,124-41.2% | $67,986+70.4% |
| Participation rate | 95.8% | 81.7%+14.2pp | 86.7%+9.1pp | 57.2%+38.6pp |
| Annual return | 16.76% | 23.77%-7.0pp | 44.34%-27.6pp | 31.67%-14.9pp |
| Employer contribution / active EE | $3,831 | $4,379-12.5% | $6,227-38.5% | $2,019+89.8% |
| Participant deferral / active EE | $7,771 | $6,840+13.6% | $9,135-14.9% | $3,358+131.4% |
| Admin fee / account holder | $401 | $3,035-86.8% | $16,298-97.5% | $3,203-87.5% |