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 LLC3+ years Service code 26 · EIN 95-3845382 | Advisory (Participants) | $17,453 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,454 | $79,523-45.4% | $140,016-69.0% | $56,287-22.8% |
| Participation rate | 69.2% | 85.7%-16.5pp | 87.5%-18.3pp | 69.9%-0.6pp |
| Annual return | -2.78% | 2.39%-5.2pp | 651.12%-653.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $1,104 | $3,350-67.1% | $5,606-80.3% | $2,111-47.7% |
| Participant deferral / active EE | $3,267 | $5,129-36.3% | $6,927-52.8% | $3,350-2.5% |
| Admin fee / account holder | $334 | $614-45.7% | $10,705-96.9% | $521-36.0% |