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 LLC7+ years Service code 27 RETIREMENT PLAN SOLUTIONS · EL SEGUNDO, CA 90245 | Advisory (Plan) | $55,138 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,234 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,056 | $104,475+35.0% | $159,436-11.5% | $79,386+77.7% |
| Participation rate | 87.1% | 76.6%+10.5pp | 82.8%+4.3pp | 70.7%+16.4pp |
| Annual return | 20.70% | 67.95%-47.3pp | 263.57%-242.9pp | 116.85%-96.2pp |
| Employer contribution / active EE | $781 | $3,417-77.1% | $4,829-83.8% | $2,427-67.8% |
| Participant deferral / active EE | $6,382 | $6,467-1.3% | $7,352-13.2% | $4,046+57.7% |
| Admin fee / account holder | $170 | $711-76.1% | $10,799-98.4% | $626-72.8% |