Filed October 1, 2025
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 15 · EIN 13-3689044 | Recordkeeping | $35,303 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISORS, LLC Service code 22 · EIN 84-0858799 | Insurance Broker | $4,758 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,189 | $47,126-61.4% | $149,673-87.8% | $74,419-75.6% |
| Participation rate | 56.4% | 63.4%-7.0pp | 78.8%-22.3pp | 70.7%-14.3pp |
| Annual return | -4.07% | 22.75%-26.8pp | 134.42%-138.5pp | 34.38%-38.5pp |
| Employer contribution / active EE | $1,138 | $1,905-40.3% | $4,818-76.4% | $2,637-56.8% |
| Participant deferral / active EE | $1,314 | $2,728-51.8% | $5,680-76.9% | $4,528-71.0% |
| Admin fee / account holder | $56 | $343-83.7% | $13,210-99.6% | $348-83.9% |