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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $112,833 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $16,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,014 | $58,347-88.0% | $85,682-91.8% | $86,799-91.9% |
| Participation rate | 62.5% | 64.9%-2.4pp | 69.9%-7.3pp | 72.3%-9.8pp |
| Annual return | 12.85% | 18.43%-5.6pp | 21.49%-8.6pp | 97.91%-85.1pp |
| Employer contribution / active EE | $1,481 | $1,751-15.4% | $2,618-43.4% | $2,405-38.4% |
| Participant deferral / active EE | $914 | $3,065-70.2% | $3,923-76.7% | $4,131-77.9% |
| Admin fee / account holder | $82 | $147-44.2% | $6,873-98.8% | $170-51.5% |