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 | $47,488 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,925 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,985 | $55,182-34.8% | $73,307-50.9% | $55,191-34.8% |
| Participation rate | 93.8% | 73.9%+19.8pp | 74.9%+18.8pp | 69.2%+24.6pp |
| Annual return | 2.58% | 8.55%-6.0pp | 5.67%-3.1pp | 10.78%-8.2pp |
| Employer contribution / active EE | $1,177 | $1,935-39.1% | $3,237-63.6% | $1,899-38.0% |
| Participant deferral / active EE | $7,761 | $4,641+67.2% | $4,991+55.5% | $3,046+154.8% |
| Admin fee / account holder | $10 | $68-86.0% | $5,637-99.8% | $91-89.5% |