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 LLC10+ years Service code 49 · EIN 95-3845382 | Other Services | $34,679 |
CETERA ADVISOR NETWORKS LLC10+ years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $28,431 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,516 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,344 | $129,021+12.7% | $184,203-21.1% | $77,643+87.2% |
| Participation rate | 98.7% | 87.3%+11.4pp | 86.8%+11.9pp | 70.6%+28.1pp |
| Annual return | 14.56% | 33.27%-18.7pp | 28.81%-14.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $4,261 | $4,413-3.4% | $6,427-33.7% | $2,726+56.3% |
| Participant deferral / active EE | $6,952 | $7,297-4.7% | $9,131-23.9% | $4,647+49.6% |
| Admin fee / account holder | $16 | $254-93.5% | $13,901-99.9% | $430-96.2% |