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 10-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 ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $39,958 |
JAMES A. REICHERT4 years Service code 15 · EIN 84-0858799 | Recordkeeping | $10,146 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,742 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,942 | $88,087+56.6% | $164,866-16.3% | $74,546+85.0% |
| Participation rate | 81.3% | 73.1%+8.3pp | 78.6%+2.7pp | 67.2%+14.1pp |
| Annual return | 87.12% | 17.27%+69.9pp | 69.97%+17.2pp | 1366.03%-1278.9pp |
| Employer contribution / active EE | $4,534 | $2,595+74.7% | $4,343+4.4% | $2,624+72.8% |
| Participant deferral / active EE | $9,136 | $4,499+103.1% | $6,033+51.4% | $4,347+110.2% |
| Admin fee / account holder | $164 | $2,232-92.7% | $12,689-98.7% | $1,944-91.6% |