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 9-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 13 · EIN 42-0127290 | Contract Administrator | $238,600 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $77,825 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $24,150 |
Filed as: BENEFIT PLANS PLUS LLC Service code 49 · EIN 43-1829594 | Other Services | $22,487 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,095 | $106,028+31.2% | $146,958-5.4% | $77,643+79.1% |
| Participation rate | 98.2% | 78.4%+19.8pp | 82.2%+16.0pp | 70.6%+27.6pp |
| Annual return | 16.12% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $2,685 | $4,063-33.9% | $4,933-45.6% | $2,726-1.5% |
| Participant deferral / active EE | $12,524 | $7,990+56.7% | $8,070+55.2% | $4,647+169.5% |
| Admin fee / account holder | $517 | $337+53.3% | $12,998-96.0% | $430+20.2% |