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 LLC8 years Filed as: CETERA ADVISOR NETWORKS Service code 15 · EIN 11-3665754 200 NORTH PACIFIC COAST HIGHWAY · EL SEGUNDO, CA 90245 | Recordkeeping | $18,924 |
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 | $20,166 | $67,984-70.3% | $65,493-69.2% | $74,304-72.9% |
| Participation rate | 58.8% | 66.3%-7.5pp | 73.1%-14.3pp | 60.3%-1.5pp |
| Annual return | 11.49% | 19.87%-8.4pp | 982.45%-971.0pp | 29.43%-17.9pp |
| Employer contribution / active EE | $1,619 | $2,491-35.0% | $2,574-37.1% | $2,241-27.7% |
| Participant deferral / active EE | $1,264 | $3,346-62.2% | $3,961-68.1% | $3,767-66.4% |
| Admin fee / account holder | $110 | $1,373-92.0% | $5,028-97.8% | $2,969-96.3% |