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 LLC7+ years Service code 55 · EIN 95-3845382 | Other Commissions | $45,007 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,713 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,970 | $84,936+140.1% | $111,297+83.3% | $79,386+156.9% |
| Participation rate | 96.2% | 75.9%+20.3pp | 77.3%+18.8pp | 70.7%+25.4pp |
| Annual return | 8.54% | 17.45%-8.9pp | 54.65%-46.1pp | 116.85%-108.3pp |
| Employer contribution / active EE | $5,060 | $1,979+155.6% | $2,731+85.3% | $2,427+108.4% |
| Participant deferral / active EE | $5,709 | $3,888+46.8% | $4,487+27.2% | $4,046+41.1% |
| Admin fee / account holder | $25 | $537-95.4% | $7,964-99.7% | $626-96.0% |