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 9-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 LLC4 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $12,607 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,127 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,284 | $63,745-55.6% | $98,442-71.3% | $79,386-64.4% |
| Participation rate | 92.6% | 69.9%+22.8pp | 73.3%+19.3pp | 70.7%+21.9pp |
| Annual return | 19.01% | 625.80%-606.8pp | 1492.73%-1473.7pp | 116.85%-97.8pp |
| Employer contribution / active EE | $2,141 | $2,557-16.3% | $2,960-27.7% | $2,427-11.8% |
| Participant deferral / active EE | $3,213 | $3,303-2.7% | $4,276-24.9% | $4,046-20.6% |
| Admin fee / account holder | $117 | $516-77.3% | $5,949-98.0% | $626-81.3% |