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 LLC3+ years Service code 55 · EIN 95-3845382 | Other Commissions | $43,345 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,838 |
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 | $86,235 | $80,753+6.8% | $136,294-36.7% | $62,292+38.4% |
| Participation rate | 86.3% | 73.5%+12.8pp | 81.9%+4.4pp | 69.5%+16.8pp |
| Annual return | 19.46% | 35.83%-16.4pp | 5155.94%-5136.5pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,975 | $2,884-31.5% | $4,695-57.9% | $2,042-3.3% |
| Participant deferral / active EE | $8,191 | $5,164+58.6% | $6,247+31.1% | $3,169+158.5% |
| Admin fee / account holder | $77 | $525-85.3% | $9,243-99.2% | $479-83.8% |