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 LLC5 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $13,011 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,683 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,627 | $51,197-55.8% | $82,719-72.6% | $66,914-66.2% |
| Participation rate | 92.8% | 67.8%+25.0pp | 72.6%+20.3pp | 69.8%+23.0pp |
| Annual return | -17.82% | -9.64%-8.2pp | 701.18%-719.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,358 | $2,611-9.7% | $3,009-21.6% | $2,544-7.3% |
| Participant deferral / active EE | $3,433 | $3,458-0.7% | $4,395-21.9% | $4,237-19.0% |
| Admin fee / account holder | $119 | $416-71.3% | $5,329-97.8% | $593-79.9% |