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.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $30,101 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,264 |
Service code 26 · EIN 82-1364595 | Advisory (Participants) | $6,990 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,984 | $76,050+69.6% | $96,544+33.6% | $71,457+80.5% |
| Participation rate | 71.2% | 74.4%-3.2pp | 76.0%-4.7pp | 67.9%+3.3pp |
| Annual return | 16.67% | 22.81%-6.1pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $482 | $2,244-78.5% | $2,965-83.7% | $2,588-81.4% |
| Participant deferral / active EE | $3,615 | $4,215-14.2% | $4,851-25.5% | $4,289-15.7% |
| Admin fee / account holder | $452 | $2,707-83.3% | $8,252-94.5% | $1,587-71.5% |