Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 INVESTMENT ADVISERS LLC Service code 26 · EIN 36-3258176 | Advisory (Participants) | $19,905 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISORS LLC Service code 26 · EIN 84-0858799 | Advisory (Participants) | $5,390 |
Service code 15 · EIN 01-0233344 | Recordkeeping | $4,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,406 | $50,820-46.1% | $155,567-82.4% | $77,671-64.7% |
| Participation rate | 48.6% | 63.1%-14.5pp | 78.2%-29.6pp | 70.6%-22.0pp |
| Annual return | 27.96% | 34.85%-6.9pp | 64.74%-36.8pp | 31.21%-3.2pp |
| Employer contribution / active EE | $1,147 | $1,993-42.4% | $4,674-75.5% | $2,726-57.9% |
| Participant deferral / active EE | $1,962 | $2,823-30.5% | $5,628-65.1% | $4,648-57.8% |
| Admin fee / account holder | $226 | $436-48.2% | $15,916-98.6% | $430-47.6% |