Filed September 27, 2024 (most recent of 3 filings on file)
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 6-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 LLC4 years Filed as: CETERA ADVISORS LLC Service code 26 · EIN 84-0858799 | Advisory (Participants) | $34,865 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,701 | $67,512-76.7% | $185,823-91.6% | $93,030-83.1% |
| Participation rate | 99.2% | 67.1%+32.1pp | 81.7%+17.5pp | 73.9%+25.3pp |
| Annual return | 23.30% | 21.04%+2.3pp | 122.05%-98.7pp | 158.70%-135.4pp |
| Employer contribution / active EE | $644 | $1,783-63.9% | $5,167-87.5% | $2,706-76.2% |
| Participant deferral / active EE | $503 | $3,035-83.4% | $5,568-91.0% | $4,562-89.0% |
| Admin fee / account holder | $28 | $318-91.2% | $16,237-99.8% | $152-81.5% |