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 55 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Commissions | $27,396 |
Service code 37 · EIN 04-2647786 | Loan Processing | $788 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,856 | $70,002+2.6% | $115,037-37.5% | $52,331+37.3% |
| Participation rate | 84.3% | 72.1%+12.1pp | 81.4%+2.9pp | 68.1%+16.1pp |
| Annual return | 0.58% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,979 | $4,920-19.1% | $6,026-34.0% | $3,022+31.7% |
| Admin fee / account holder | $6 | $566-99.0% | $8,175-99.9% | $592-99.0% |