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 LLC6 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $12,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,524 | $58,264-45.9% | $86,612-63.6% | $71,457-55.9% |
| Participation rate | 88.1% | 65.0%+23.1pp | 71.7%+16.4pp | 67.9%+20.2pp |
| Annual return | 20.70% | 21.63%-0.9pp | 591.07%-570.4pp | 28.85%-8.1pp |
| Employer contribution / active EE | $2,362 | $2,574-8.2% | $3,022-21.8% | $2,588-8.7% |
| Participant deferral / active EE | $3,740 | $3,436+8.9% | $4,438-15.7% | $4,289-12.8% |
| Admin fee / account holder | $124 | $1,057-88.3% | $5,614-97.8% | $1,587-92.2% |