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 5-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 15 · EIN 13-3689044 | Recordkeeping | $31,950 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $15,733 |
LEE CPA AUDIT GROUP2 years Service code 10 · EIN 81-4637885 | Accounting | $8,514 |
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 | $46,075 | $81,460-43.4% | $103,333-55.4% | $80,856-43.0% |
| Participation rate | 95.5% | 66.8%+28.6pp | 74.5%+20.9pp | 67.6%+27.8pp |
| Annual return | 19.57% | 25.55%-6.0pp | 24.88%-5.3pp | 35.59%-16.0pp |
| Employer contribution / active EE | $251 | $3,105-91.9% | $3,868-93.5% | $2,755-90.9% |
| Participant deferral / active EE | $7,069 | $3,869+82.7% | $5,057+39.8% | $4,296+64.6% |
| Admin fee / account holder | $297 | $6,566-95.5% | $8,355-96.4% | $6,918-95.7% |