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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,620 |
Filed as: CETERA ADVISOR NETWORKS Service code 99 · EIN 95-3845382 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,232 | $69,159-36.0% | $125,175-64.7% | $67,579-34.5% |
| Participation rate | 93.0% | 78.2%+14.8pp | 79.8%+13.2pp | 71.3%+21.7pp |
| Annual return | 25.51% | 27.12%-1.6pp | 43.79%-18.3pp | 378.56%-353.0pp |
| Employer contribution / active EE | $2,288 | $2,023+13.1% | $3,865-40.8% | $2,148+6.5% |
| Participant deferral / active EE | $3,710 | $3,700+0.3% | $4,937-24.9% | $3,539+4.8% |
| Admin fee / account holder | $40 | $142-71.6% | $9,702-99.6% | $142-71.7% |