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 | $5,356 |
CETERA ADVISOR NETWORKS LLC8+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,551 | $86,897-31.5% | $151,611-60.7% | $64,808-8.1% |
| Participation rate | 93.7% | 87.3%+6.4pp | 87.5%+6.2pp | 71.5%+22.2pp |
| Annual return | -14.52% | -3.57%-11.0pp | 3.33%-17.8pp | 32.82%-47.3pp |
| Employer contribution / active EE | $2,209 | $4,010-44.9% | $6,166-64.2% | $2,506-11.8% |
| Participant deferral / active EE | $3,538 | $6,690-47.1% | $8,363-57.7% | $4,310-17.9% |
| Admin fee / account holder | $17 | $153-89.1% | $11,616-99.9% | $188-91.1% |