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 99 · EIN 95-3845382 | Other Fees | $23,057 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $17,083 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,366 | $54,701+17.7% | $86,188-25.3% | $71,457-9.9% |
| Participation rate | 97.6% | 60.1%+37.5pp | 69.0%+28.6pp | 67.9%+29.7pp |
| Annual return | 17.04% | 20.06%-3.0pp | 1168.45%-1151.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,045 | $1,265-17.4% | $2,380-56.1% | $2,588-59.6% |
| Participant deferral / active EE | $5,589 | $3,108+79.8% | $3,985+40.2% | $4,289+30.3% |
| Admin fee / account holder | $62 | $1,922-96.7% | $6,852-99.1% | $1,587-96.1% |