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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,331 |
CETERA ADVISOR NETWORKS LLC5+ years Service code 61 · EIN 95-3845382 | Finders' fees / placement fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,025 | $88,515-37.8% | $162,163-66.1% | $67,579-18.6% |
| Participation rate | 94.3% | 86.8%+7.5pp | 87.6%+6.7pp | 71.3%+23.0pp |
| Annual return | 30.85% | 27.04%+3.8pp | 115.59%-84.7pp | 378.56%-347.7pp |
| Employer contribution / active EE | $1,864 | $3,563-47.7% | $5,614-66.8% | $2,148-13.2% |
| Participant deferral / active EE | $2,758 | $5,724-51.8% | $7,298-62.2% | $3,539-22.1% |
| Admin fee / account holder | $15 | $124-87.6% | $10,843-99.9% | $142-89.2% |