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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC6+ years Service code 55 · EIN 95-3845382 | Other Commissions | $6,008 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,440 |
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 | $111,161 | $98,750+12.6% | $149,696-25.7% | $79,858+39.2% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 15.34% | 27.43%-12.1pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $693 | $3,216-78.4% | $4,644-85.1% | $2,471-71.9% |
| Participant deferral / active EE | $6,545 | $5,680+15.2% | $6,842-4.3% | $3,740+75.0% |
| Admin fee / account holder | -$217 | $6,053-103.6% | $9,309-102.3% | $5,306-104.1% |