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 LLC1+ years Service code 27 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $23,046 |
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,728 | $87,841+70.5% | $133,980+11.8% | $62,891+138.1% |
| Participation rate | 97.9% | 83.4%+14.5pp | 87.1%+10.8pp | 69.3%+28.6pp |
| Annual return | 10.11% | 12.05%-1.9pp | 29.30%-19.2pp | 20.14%-10.0pp |
| Employer contribution / active EE | $13,888 | $3,483+298.7% | $5,211+166.5% | $2,281+508.9% |
| Participant deferral / active EE | $12,271 | $4,812+155.0% | $6,282+95.3% | $3,203+283.1% |
| Admin fee / account holder | $177 | $5,371-96.7% | $9,324-98.1% | $4,296-95.9% |