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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,802 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $17,252 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $16,123 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED Service code 26 · EIN 82-1364595 | Advisory (Participants) | $7,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,113 | $79,171+75.7% | $102,423+35.8% | $74,495+86.7% |
| Participation rate | 64.2% | 74.8%-10.6pp | 76.5%-12.3pp | 67.2%-3.0pp |
| Annual return | 11.36% | 54.93%-43.6pp | 29.32%-18.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $498 | $2,362-78.9% | $3,023-83.5% | $2,623-81.0% |
| Participant deferral / active EE | $3,413 | $4,415-22.7% | $5,053-32.5% | $4,346-21.5% |
| Admin fee / account holder | $492 | $2,001-75.4% | $9,451-94.8% | $1,942-74.7% |