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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC1+ years Service code 26 · EIN 95-3845382 | Advisory (Participants) | $13,940 |
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 | $42,507 | $74,089-42.6% | $133,980-68.3% | $55,167-22.9% |
| Participation rate | 73.1% | 84.3%-11.2pp | 87.1%-14.0pp | 69.0%+4.1pp |
| Annual return | 24.52% | 12.11%+12.4pp | 29.30%-4.8pp | 169.23%-144.7pp |
| Employer contribution / active EE | $1,333 | $3,064-56.5% | $5,211-74.4% | $1,963-32.1% |
| Participant deferral / active EE | $2,784 | $4,678-40.5% | $6,282-55.7% | $3,054-8.8% |
| Admin fee / account holder | $117 | $458-74.4% | $9,324-98.7% | $504-76.8% |