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 LLC3 years Filed as: CETERA INVESTMENTS ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $52,128 |
Service code 26 · EIN 26-4311657 | Advisory (Participants) | $6,134 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$51,520 |
Employer contribution per participant 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 | $143,048 | $102,317+39.8% | $146,958-2.7% | $80,856+76.9% |
| Participation rate | 92.5% | 75.8%+16.6pp | 82.2%+10.3pp | 67.6%+24.8pp |
| Annual return | 12.57% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,002 | $6,644+20.5% | $8,070-0.8% | $4,296+86.3% |
| Admin fee / account holder | $59 | $7,941-99.3% | $12,998-99.5% | $6,918-99.1% |