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 LLC2 years Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $23,448 |
Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $5,323 |
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 | $85,246 | $77,899+9.4% | $149,673-43.0% | $75,163+13.4% |
| Participation rate | 97.8% | 65.6%+32.3pp | 78.8%+19.1pp | 67.2%+30.7pp |
| Annual return | 16.22% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $7,642 | $3,137+143.6% | $4,818+58.6% | $2,670+186.2% |
| Participant deferral / active EE | $4,655 | $3,411+36.5% | $5,680-18.1% | $4,125+12.8% |
| Admin fee / account holder | $314 | $5,956-94.7% | $13,210-97.6% | $5,651-94.4% |