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 | $28,120 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $12,572 |
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 | $62,180 | $55,415+12.2% | $155,509-60.0% | $74,495-16.5% |
| Participation rate | 69.9% | 61.9%+8.0pp | 78.2%-8.3pp | 67.2%+2.7pp |
| Annual return | 18.69% | 268.50%-249.8pp | 64.67%-46.0pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $604 | $2,267-73.4% | $4,672-87.1% | $2,623-77.0% |
| Participant deferral / active EE | $4,629 | $2,836+63.2% | $5,626-17.7% | $4,346+6.5% |
| Admin fee / account holder | $202 | $1,738-88.4% | $15,912-98.7% | $1,942-89.6% |