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 LLC1+ years Filed as: CETERA ADVISORS NETWORK INS SERVICE Service code 55 100 PRINGLE AVE. SUITE 450 · WALNUT CREEK, CA 94596 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,340 | $50,498-37.9% | $75,781-58.6% | $55,191-43.2% |
| Participation rate | 22.7% | 69.4%-46.7pp | 75.8%-53.1pp | 69.2%-46.5pp |
| Annual return | 2.53% | 1.80%+0.7pp | 9.68%-7.2pp | 10.78%-8.3pp |
| Employer contribution / active EE | $546 | $2,291-76.2% | $3,323-83.6% | $1,899-71.2% |
| Participant deferral / active EE | $998 | $2,589-61.4% | $3,651-72.7% | $3,046-67.2% |
| Admin fee / account holder | $78 | $123-36.4% | $5,299-98.5% | $91-13.8% |