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 LLC2 years Service code 55 · EIN 95-3845382 200 N. SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Commissions | $8,209 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,069 | $73,102-47.9% | $123,544-69.2% | $56,287-32.4% |
| Participation rate | 96.6% | 74.3%+22.2pp | 82.3%+14.3pp | 69.9%+26.7pp |
| Annual return | -7.48% | 3.01%-10.5pp | 119.20%-126.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,965 | $2,977-34.0% | $4,628-57.5% | $2,111-6.9% |
| Participant deferral / active EE | $3,470 | $5,423-36.0% | $6,426-46.0% | $3,350+3.6% |
| Admin fee / account holder | $1 | $554-99.8% | $9,284-100.0% | $521-99.8% |