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 6-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 |
|---|---|---|
Filed as: CETERA ADVISORS LLC Service code 99 | Other Fees | $5,558 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA INVESTMENT ADVISORS Service code 99 · EIN 84-0858799 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,642 | $59,839-52.1% | $81,983-65.1% | $79,858-64.1% |
| Participation rate | 43.1% | 61.6%-18.5pp | 69.2%-26.1pp | 69.6%-26.5pp |
| Annual return | 7.63% | 17.56%-9.9pp | 41.31%-33.7pp | 31.71%-24.1pp |
| Employer contribution / active EE | $241 | $1,713-85.9% | $2,498-90.3% | $2,471-90.2% |
| Participant deferral / active EE | $653 | $2,695-75.8% | $3,722-82.4% | $3,740-82.5% |
| Admin fee / account holder | $43 | $4,287-99.0% | $5,664-99.2% | $5,306-99.2% |