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 LLC5 years Filed as: CETERA ADVISORS LLC Service code 26 · EIN 84-0858799 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 90245 | Advisory (Participants) | $32,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,114 | $91,407-25.5% | $135,903-49.9% | $71,457-4.7% |
| Participation rate | 94.2% | 75.7%+18.5pp | 81.9%+12.2pp | 67.9%+26.2pp |
| Annual return | 19.00% | 29.90%-10.9pp | 68.23%-49.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,418 | $3,703-61.7% | $4,856-70.8% | $2,588-45.2% |
| Participant deferral / active EE | $7,850 | $7,092+10.7% | $7,758+1.2% | $4,289+83.0% |
| Admin fee / account holder | $122 | $1,266-90.4% | $10,762-98.9% | $1,587-92.3% |