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 Filed as: CETERA ADVISOR NETWORKS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $28,875 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,843 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,573 | $81,625-29.5% | $167,512-65.6% | $74,304-22.5% |
| Participation rate | 70.0% | 60.0%+10.0pp | 77.1%-7.1pp | 60.3%+9.7pp |
| Annual return | 15.98% | 26.09%-10.1pp | 1615.79%-1599.8pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,977 | $2,010-1.7% | $3,882-49.1% | $2,241-11.8% |
| Participant deferral / active EE | $3,470 | $4,115-15.7% | $6,405-45.8% | $3,767-7.9% |
| Admin fee / account holder | $163 | $3,474-95.3% | $9,769-98.3% | $2,969-94.5% |