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 LLC6 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $30,198 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,224 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,591 |
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 | $67,629 | $51,315+31.8% | $95,745-29.4% | $71,457-5.4% |
| Participation rate | 88.0% | 63.0%+25.0pp | 72.3%+15.7pp | 67.9%+20.1pp |
| Annual return | 14.70% | 25.26%-10.6pp | 28.35%-13.7pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,764 | $1,819-3.0% | $2,835-37.8% | $2,588-31.8% |
| Participant deferral / active EE | $5,539 | $3,358+65.0% | $4,245+30.5% | $4,289+29.2% |
| Admin fee / account holder | $303 | $1,137-73.4% | $5,678-94.7% | $1,587-80.9% |