Filed August 1, 2023
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 |
|---|---|---|
Filed as: CETERA ADVISOR NETWORKS, LLC Service code 99 · EIN 95-3845382 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 90245 | Other Fees | $16,281 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3299428 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $4,219 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,437 | $89,739-66.1% | $149,718-79.7% | $62,292-51.1% |
| Participation rate | 83.6% | 85.1%-1.5pp | 87.1%-3.5pp | 69.5%+14.0pp |
| Annual return | 15.70% | 21.01%-5.3pp | 1501.63%-1485.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,526 | $3,233-52.8% | $5,445-72.0% | $2,042-25.3% |
| Participant deferral / active EE | $2,411 | $4,797-49.7% | $6,569-63.3% | $3,169-23.9% |
| Admin fee / account holder | $87 | $551-84.2% | $11,283-99.2% | $479-81.8% |