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 LLC2+ years Service code 26 · EIN 95-3845382 | Advisory (Participants) | $17,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,997 | $89,739-54.3% | $149,718-72.6% | $62,292-34.2% |
| Participation rate | 67.9% | 85.1%-17.2pp | 87.1%-19.1pp | 69.5%-1.6pp |
| Annual return | 19.64% | 21.01%-1.4pp | 1501.63%-1482.0pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,008 | $3,233-68.8% | $5,445-81.5% | $2,042-50.6% |
| Participant deferral / active EE | $3,195 | $4,797-33.4% | $6,569-51.4% | $3,169+0.8% |
| Admin fee / account holder | $63 | $551-88.5% | $11,283-99.4% | $479-86.8% |