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 LLC3 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $44,955 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,419 |
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 | $82,634 | $45,343+82.2% | $150,298-45.0% | $67,986+21.5% |
| Participation rate | 88.5% | 51.9%+36.7pp | 77.8%+10.8pp | 57.2%+31.3pp |
| Annual return | 17.38% | 33.28%-15.9pp | 62.79%-45.4pp | 31.67%-14.3pp |
| Employer contribution / active EE | $3,322 | $1,462+127.3% | $4,154-20.0% | $2,019+64.6% |
| Participant deferral / active EE | $5,087 | $2,055+147.6% | $5,453-6.7% | $3,358+51.5% |
| Admin fee / account holder | $367 | $2,250-83.7% | $14,116-97.4% | $3,203-88.5% |