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 8-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 LLC2 years Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $5,163 |
Service code 13 | Contract Administrator | $2,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,274 | $73,867-59.0% | $143,757-78.9% | $68,494-55.8% |
| Participation rate | 62.6% | 66.7%-4.0pp | 80.3%-17.7pp | 67.9%-5.3pp |
| Annual return | -14.58% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $949 | $3,184-70.2% | $4,951-80.8% | $2,596-63.5% |
| Participant deferral / active EE | $2,856 | $3,384-15.6% | $5,637-49.3% | $4,027-29.1% |
| Admin fee / account holder | $210 | $5,755-96.3% | $14,673-98.6% | $5,403-96.1% |