Filed October 1, 2025
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 LLC4 years Filed as: CETERA ADVISORS, LLC Service code 22 · EIN 84-0858799 | Insurance Broker | $0 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,215 | $46,292-58.5% | $143,757-86.6% | $64,808-70.4% |
| Participation rate | 63.4% | 64.2%-0.8pp | 80.3%-16.9pp | 71.5%-8.0pp |
| Annual return | 1.78% | -10.05%+11.8pp | -0.04%+1.8pp | 32.82%-31.0pp |
| Employer contribution / active EE | $1,268 | $1,910-33.6% | $4,951-74.4% | $2,506-49.4% |
| Participant deferral / active EE | $1,485 | $2,646-43.9% | $5,637-73.7% | $4,310-65.6% |
| Admin fee / account holder | $122 | $154-21.0% | $14,673-99.2% | $188-35.3% |