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 LLC8+ years Service code 55 · EIN 95-3845382 | Other Commissions | $38,516 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,144 |
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 | $170,052 | $65,435+159.9% | $86,677+96.2% | $66,914+154.1% |
| Participation rate | 97.2% | 75.5%+21.8pp | 76.6%+20.7pp | 69.8%+27.4pp |
| Annual return | -14.61% | -10.89%-3.7pp | 35.91%-50.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $4,872 | $2,153+126.3% | $2,836+71.8% | $2,544+91.5% |
| Participant deferral / active EE | $5,942 | $4,100+44.9% | $4,656+27.6% | $4,237+40.2% |
| Admin fee / account holder | $27 | $642-95.7% | $7,493-99.6% | $593-95.4% |