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 Filed as: CETERA ADVISORS LLC Service code 27 · EIN 26-2333067 | Advisory (Plan) | $51,305 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $288,325 | $46,360+521.9% | $147,614+95.3% | $52,331+451.0% |
| Participation rate | 81.5% | 64.9%+16.5pp | 84.6%-3.1pp | 68.1%+13.4pp |
| Annual return | -1.09% | 1.62%-2.7pp | 61.98%-63.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $19,278 | $2,126+806.7% | $5,564+246.4% | $1,882+924.5% |
| Participant deferral / active EE | $10,322 | $2,258+357.2% | $4,895+110.8% | $3,022+241.5% |
| Admin fee / account holder | $964 | $766+25.9% | $11,611-91.7% | $592+63.0% |