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 LLC5+ years Service code 55 · EIN 95-3845382 | Other Commissions | $36,014 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,860 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $181,234 | $65,376+177.2% | $87,100+108.1% | $65,185+178.0% |
| Participation rate | 97.1% | 75.3%+21.7pp | 76.9%+20.2pp | 70.2%+26.9pp |
| Annual return | 14.62% | 31.27%-16.6pp | 28.19%-13.6pp | 29.38%-14.8pp |
| Employer contribution / active EE | $4,837 | $1,822+165.4% | $2,521+91.8% | $2,177+122.2% |
| Participant deferral / active EE | $5,506 | $3,388+62.5% | $4,049+36.0% | $3,514+56.7% |
| Admin fee / account holder | $35 | $520-93.2% | $7,497-99.5% | $847-95.9% |