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 64 · EIN 71-0294708 | Recordkeeping Fees | $23,431 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA ADVISORS LLC Service code 99 · EIN 84-0858799 | Other Fees | $13,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,223 | $61,272-8.2% | $149,673-62.4% | $71,457-21.3% |
| Participation rate | 56.4% | 62.5%-6.1pp | 78.8%-22.4pp | 67.9%-11.5pp |
| Annual return | 22.14% | 35.85%-13.7pp | 134.42%-112.3pp | 28.85%-6.7pp |
| Employer contribution / active EE | $470 | $2,378-80.3% | $4,818-90.3% | $2,588-81.9% |
| Participant deferral / active EE | $3,702 | $2,917+26.9% | $5,680-34.8% | $4,289-13.7% |
| Admin fee / account holder | $169 | $1,261-86.6% | $13,210-98.7% | $1,587-89.4% |