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 ADVISORS LLC Service code 27 200 NORTH SEPULEVDA BLVD · EL SEGUNDO, CA 94111 | Advisory (Plan) | $60,984 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,453 |
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 | $341,578 | $46,732+630.9% | $156,549+118.2% | $55,167+519.2% |
| Participation rate | 84.8% | 65.8%+19.0pp | 84.0%+0.7pp | 69.0%+15.8pp |
| Annual return | 7.98% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $19,225 | $2,105+813.2% | $5,501+249.5% | $1,963+879.6% |
| Participant deferral / active EE | $11,051 | $2,204+401.4% | $4,871+126.9% | $3,054+261.8% |
| Admin fee / account holder | $667 | $418+59.3% | $13,027-94.9% | $504+32.3% |