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 LLC2+ 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 | $28,699 | $57,921-50.5% | $84,750-66.1% | $57,658-50.2% |
| Participation rate | 23.8% | 72.9%-49.1pp | 76.6%-52.8pp | 70.2%-46.4pp |
| Annual return | 5.26% | 10.24%-5.0pp | 22.78%-17.5pp | 5.13%+0.1pp |
| Employer contribution / active EE | $516 | $2,598-80.1% | $3,574-85.6% | $1,974-73.8% |
| Participant deferral / active EE | $990 | $2,742-63.9% | $3,712-73.3% | $3,061-67.6% |
| Admin fee / account holder | $26 | $130-79.6% | $5,332-99.5% | $95-72.0% |