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 LLC5 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $33,858 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,131 |
Service code 10 · EIN 86-3192990 | Accounting | $12,378 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,066 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,455 | $44,642+39.9% | $91,220-31.5% | $66,914-6.7% |
| Participation rate | 86.4% | 64.9%+21.5pp | 73.2%+13.2pp | 69.8%+16.6pp |
| Annual return | -13.41% | -12.29%-1.1pp | 114.01%-127.4pp | 1.58%-15.0pp |
| Employer contribution / active EE | $1,621 | $1,706-5.0% | $2,850-43.1% | $2,544-36.3% |
| Participant deferral / active EE | $4,915 | $3,349+46.8% | $4,234+16.1% | $4,237+16.0% |
| Admin fee / account holder | $396 | $521-24.0% | $5,420-92.7% | $593-33.2% |