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 LLC4 years Service code 55 · EIN 95-3845382 200 N. SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,511 | $98,750-40.7% | $149,696-60.9% | $79,858-26.7% |
| Participation rate | 93.2% | 75.8%+17.5pp | 82.5%+10.8pp | 69.6%+23.6pp |
| Annual return | 17.29% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,986 | $5,680+40.6% | $6,842+16.7% | $3,740+113.5% |
| Admin fee / account holder | $1 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |