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 Filed as: CETERA ADVISORS LLC Service code 26 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 90245 | Advisory (Participants) | $25,241 |
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 | $61,603 | $99,957-38.4% | $149,696-58.8% | $73,488-16.2% |
| Participation rate | 96.9% | 75.7%+21.2pp | 82.5%+14.4pp | 70.7%+26.2pp |
| Annual return | 12.97% | 53.87%-40.9pp | 276.60%-263.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,449 | $3,191-54.6% | $4,644-68.8% | $2,270-36.2% |
| Participant deferral / active EE | $6,397 | $6,073+5.3% | $6,842-6.5% | $3,740+71.1% |
| Admin fee / account holder | $113 | $551-79.4% | $9,309-98.8% | $513-77.9% |