See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS LLC Service code 26 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 90245 | Advisory (Participants) | $30,409 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,195 | $104,475-29.9% | $159,436-54.1% | $79,386-7.8% |
| Participation rate | 97.1% | 76.6%+20.5pp | 82.8%+14.3pp | 70.7%+26.4pp |
| Annual return | 15.36% | 67.95%-52.6pp | 263.57%-248.2pp | 116.85%-101.5pp |
| Employer contribution / active EE | $1,585 | $3,417-53.6% | $4,829-67.2% | $2,427-34.7% |
| Participant deferral / active EE | $7,525 | $6,467+16.4% | $7,352+2.4% | $4,046+86.0% |
| Admin fee / account holder | $130 | $711-81.7% | $10,799-98.8% | $626-79.2% |