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 ADVISORS LLC Service code 55 · EIN 84-0858799 | Other Commissions | $69,556 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $6,975 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,231 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,113 | $101,317+21.5% | $146,958-16.2% | $74,495+65.3% |
| Participation rate | 89.4% | 75.5%+13.9pp | 82.2%+7.2pp | 67.2%+22.2pp |
| Annual return | 15.75% | 8730.91%-8715.2pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,077 | $3,810-71.7% | $4,933-78.2% | $2,623-58.9% |
| Participant deferral / active EE | $9,830 | $7,303+34.6% | $8,070+21.8% | $4,346+126.2% |
| Admin fee / account holder | $8 | $1,739-99.6% | $12,998-99.9% | $1,942-99.6% |