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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,200 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $36,990 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,561 | $60,488+48.1% | $109,895-18.5% | $79,386+12.8% |
| Participation rate | 84.9% | 67.0%+17.8pp | 74.2%+10.7pp | 70.7%+14.2pp |
| Annual return | 11.35% | 189.57%-178.2pp | 29.45%-18.1pp | 116.85%-105.5pp |
| Employer contribution / active EE | $1,334 | $1,649-19.1% | $2,842-53.1% | $2,427-45.0% |
| Participant deferral / active EE | $5,198 | $3,220+61.4% | $4,048+28.4% | $4,046+28.5% |
| Admin fee / account holder | $454 | $605-24.9% | $6,066-92.5% | $626-27.6% |