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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $15,657 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,152 | $60,323-40.1% | $81,812-55.8% | $74,495-51.5% |
| Participation rate | 94.3% | 62.9%+31.5pp | 72.3%+22.0pp | 67.2%+27.1pp |
| Annual return | 14.70% | 16.90%-2.2pp | 773.79%-759.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,354 | $2,620+28.0% | $2,912+15.2% | $2,623+27.9% |
| Participant deferral / active EE | $5,366 | $3,387+58.4% | $4,319+24.3% | $4,346+23.5% |
| Admin fee / account holder | $138 | $1,486-90.7% | $7,386-98.1% | $1,942-92.9% |