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 7-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 ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $52,464 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $30,630 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,740 | $100,801+0.9% | $149,696-32.0% | $73,409+38.6% |
| Participation rate | 77.4% | 77.7%-0.3pp | 82.5%-5.0pp | 72.2%+5.3pp |
| Annual return | 24.61% | 265.34%-240.7pp | 276.60%-252.0pp | 59.29%-34.7pp |
| Employer contribution / active EE | $1,991 | $3,312-39.9% | $4,644-57.1% | $2,234-10.9% |
| Participant deferral / active EE | $8,491 | $6,404+32.6% | $6,842+24.1% | $3,805+123.1% |
| Admin fee / account holder | $274 | $181+51.4% | $9,309-97.1% | $158+73.4% |