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 LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $23,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,883 | $52,450-16.3% | $129,295-66.1% | $74,546-41.1% |
| Participation rate | 91.7% | 53.8%+37.8pp | 69.6%+22.0pp | 67.2%+24.5pp |
| Annual return | 14.12% | 15.65%-1.5pp | 9429.28%-9415.2pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $432 | $1,532-71.8% | $4,157-89.6% | $2,624-83.5% |
| Participant deferral / active EE | $4,890 | $2,797+74.8% | $4,169+17.3% | $4,347+12.5% |
| Admin fee / account holder | $32 | $2,636-98.8% | $7,665-99.6% | $1,944-98.4% |