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 Service code 55 · EIN 95-3845382 | Other Commissions | $35,670 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
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 | $89,848 | $77,813+15.5% | $123,544-27.3% | $64,186+40.0% |
| Participation rate | 94.3% | 74.7%+19.5pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | -5.04% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,754 | $5,240+9.8% | $6,426-10.4% | $3,470+65.8% |
| Admin fee / account holder | $10 | $5,519-99.8% | $9,284-99.9% | $4,888-99.8% |