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 LLC3+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $59,147 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,697 |
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 | $383,588 | $55,453+591.7% | $170,442+125.1% | $62,292+515.8% |
| Participation rate | 87.1% | 66.4%+20.8pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 16.10% | 21.38%-5.3pp | 205.93%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $20,945 | $2,164+868.0% | $5,433+285.5% | $2,042+925.6% |
| Participant deferral / active EE | $11,412 | $2,303+395.6% | $4,939+131.0% | $3,169+260.1% |
| Admin fee / account holder | $729 | $455+60.2% | $13,880-94.7% | $479+52.0% |