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 |
|---|---|---|
Filed as: CETERA WEALTH SERVICES LLC Service code 55 · EIN 95-3845382 | Other Commissions | $39,936 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,186 |
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 | $190,028 | $87,870+116.3% | $113,168+67.9% | $74,304+155.7% |
| Participation rate | 92.5% | 70.7%+21.8pp | 76.6%+15.9pp | 60.3%+32.2pp |
| Annual return | 12.01% | 26.44%-14.4pp | 24.27%-12.3pp | 29.43%-17.4pp |
| Employer contribution / active EE | $4,774 | $2,277+109.7% | $2,975+60.5% | $2,241+113.0% |
| Participant deferral / active EE | $7,305 | $4,241+72.2% | $5,107+43.0% | $3,767+93.9% |
| Admin fee / account holder | $27 | $3,368-99.2% | $12,068-99.8% | $2,969-99.1% |