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 Filed as: CETERA ADVISORS LLC Service code 26 · EIN 84-0858799 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 90245 | Advisory (Participants) | $30,788 |
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 | $57,738 | $84,487-31.7% | $125,339-53.9% | $66,914-13.7% |
| Participation rate | 97.3% | 76.4%+20.9pp | 82.4%+14.9pp | 69.8%+27.5pp |
| Annual return | -17.26% | -8.39%-8.9pp | 572.05%-589.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,566 | $6,781+11.6% | $7,446+1.6% | $4,237+78.6% |
| Admin fee / account holder | $123 | $685-82.1% | $10,010-98.8% | $593-79.3% |