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 |
|---|---|---|
Filed as: CETERA INVESTMENTS ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $30,769 |
CETERA ADVISOR NETWORKS LLC8+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $9,717 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,702 |
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 | $106,919 | $84,487+26.6% | $125,339-14.7% | $66,914+59.8% |
| Participation rate | 86.8% | 76.4%+10.4pp | 82.4%+4.4pp | 69.8%+17.0pp |
| Annual return | -14.08% | -8.39%-5.7pp | 572.05%-586.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $764 | $3,553-78.5% | $4,814-84.1% | $2,544-70.0% |
| Participant deferral / active EE | $6,642 | $6,781-2.1% | $7,446-10.8% | $4,237+56.8% |
| Admin fee / account holder | -$13 | $685-101.9% | $10,010-100.1% | $593-102.2% |