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 | $49,915+65.5% | $154,803-46.6% | $74,304+11.2% |
| Participation rate | 88.5% | 54.0%+34.6pp | 78.1%+10.5pp | 60.3%+28.2pp |
| Annual return | 17.38% | 34.06%-16.7pp | 58.88%-41.5pp | 29.43%-12.1pp |
| Employer contribution / active EE | $3,322 | $1,611+106.2% | $4,305-22.8% | $2,241+48.2% |
| Participant deferral / active EE | $5,087 | $2,255+125.6% | $5,540-8.2% | $3,767+35.0% |
| Admin fee / account holder | $367 | $2,189-83.2% | $14,329-97.4% | $2,969-87.6% |