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 | $5,875 |
CETERA ADVISOR NETWORKS LLC9+ 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 | $72,104 | $100,227-28.1% | $169,993-57.6% | $74,419-3.1% |
| Participation rate | 88.8% | 87.3%+1.5pp | 87.0%+1.8pp | 70.7%+18.1pp |
| Annual return | 16.41% | 66.08%-49.7pp | 53.37%-37.0pp | 34.38%-18.0pp |
| Employer contribution / active EE | $2,270 | $4,263-46.8% | $6,785-66.6% | $2,637-13.9% |
| Participant deferral / active EE | $3,592 | $7,143-49.7% | $10,408-65.5% | $4,528-20.7% |
| Admin fee / account holder | $20 | $234-91.6% | $12,815-99.8% | $348-94.3% |