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 LLC10+ years Service code 55 · EIN 95-3845382 | Other Commissions | $39,355 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,396 |
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 | $182,205 | $79,171+130.1% | $102,423+77.9% | $74,495+144.6% |
| Participation rate | 92.2% | 74.8%+17.4pp | 76.5%+15.8pp | 67.2%+25.0pp |
| Annual return | 11.88% | 54.93%-43.1pp | 29.32%-17.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $4,840 | $2,362+104.9% | $3,023+60.1% | $2,623+84.5% |
| Participant deferral / active EE | $6,538 | $4,415+48.1% | $5,053+29.4% | $4,346+50.4% |
| Admin fee / account holder | $29 | $2,001-98.5% | $9,451-99.7% | $1,942-98.5% |