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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $8,116 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,155 | $92,055-73.8% | $106,213-77.3% | $77,643-68.9% |
| Participation rate | 61.1% | 81.0%-19.9pp | 75.3%-14.1pp | 70.6%-9.4pp |
| Annual return | 37.20% | 17.91%+19.3pp | 116.14%-78.9pp | 31.24%+6.0pp |
| Employer contribution / active EE | $1,847 | $3,367-45.1% | $3,171-41.8% | $2,726-32.2% |
| Participant deferral / active EE | $3,546 | $5,386-34.2% | $5,016-29.3% | $4,647-23.7% |
| Admin fee / account holder | $59 | $219-73.1% | $11,033-99.5% | $430-86.3% |