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 Service code 55 · EIN 95-3845382 | Other Commissions | $3,806 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,297 | $73,867-65.8% | $143,757-82.4% | $68,494-63.1% |
| Participation rate | 44.3% | 66.7%-22.3pp | 80.3%-36.0pp | 67.9%-23.6pp |
| Annual return | -17.51% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,843 | $3,384-16.0% | $5,637-49.6% | $4,027-29.4% |
| Admin fee / account holder | $79 | $5,755-98.6% | $14,673-99.5% | $5,403-98.5% |