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 LLC4+ years Service code 55 · EIN 95-3845382 | Other Commissions | $40,440 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,169 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,207 | $59,186+152.1% | $76,768+94.4% | $56,287+165.1% |
| Participation rate | 98.1% | 75.2%+22.9pp | 77.0%+21.1pp | 69.9%+28.2pp |
| Annual return | -2.64% | 6.62%-9.3pp | 2.43%-5.1pp | -9.96%+7.3pp |
| Employer contribution / active EE | $4,644 | $1,759+164.1% | $2,485+86.9% | $2,111+120.0% |
| Participant deferral / active EE | $5,053 | $3,255+55.2% | $3,852+31.2% | $3,350+50.8% |
| Admin fee / account holder | $37 | $489-92.5% | $6,675-99.5% | $521-93.0% |