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 6-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 INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $87,563 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,343 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,929 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,223 | $108,719+38.2% | $101,326+48.3% | $85,563+75.6% |
| Participation rate | 95.6% | 80.9%+14.7pp | 81.5%+14.1pp | 66.0%+29.7pp |
| Annual return | 18.67% | 20.95%-2.3pp | 36.82%-18.1pp | 31.51%-12.8pp |
| Employer contribution / active EE | $3,103 | $3,114-0.4% | $3,665-15.3% | $2,654+16.9% |
| Participant deferral / active EE | $10,342 | $8,545+21.0% | $7,994+29.4% | $4,375+136.4% |
| Admin fee / account holder | $248 | $685-63.7% | $11,185-97.8% | $834-70.2% |