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 ADVISERS LLC Service code 26 · EIN 95-3845382 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 90245 | Advisory (Participants) | $38,376 |
PAYCHEX, INC.10+ years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $7,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,935 | $101,317+5.5% | $146,958-27.2% | $74,495+43.5% |
| Participation rate | 93.5% | 75.5%+18.0pp | 82.2%+11.4pp | 67.2%+26.3pp |
| Annual return | 16.47% | 8730.91%-8714.4pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,857 | $3,810-51.3% | $4,933-62.4% | $2,623-29.2% |
| Participant deferral / active EE | $7,766 | $7,303+6.3% | $8,070-3.8% | $4,346+78.7% |
| Admin fee / account holder | $232 | $1,739-86.6% | $12,998-98.2% | $1,942-88.0% |