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 9-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 LLC3 years Filed as: CETERA ADVISOR NETWORKS Service code 26 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Advisory (Participants) | $18,231 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,245 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,309 | $59,805-7.5% | $79,550-30.5% | $68,494-19.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -17.55% | -12.30%-5.2pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,034 | $1,505+35.2% | $2,413-15.7% | $2,596-21.7% |
| Participant deferral / active EE | $3,966 | $3,024+31.1% | $3,985-0.5% | $4,027-1.5% |
| Admin fee / account holder | $142 | $4,835-97.1% | $6,832-97.9% | $5,403-97.4% |