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 LLC2+ years Service code 55 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 90245 | Other Commissions | $26,173 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,325 |
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 | $38,516 | $56,640-32.0% | $80,975-52.4% | $57,658-33.2% |
| Participation rate | 94.3% | 75.9%+18.5pp | 75.8%+18.5pp | 70.2%+24.1pp |
| Annual return | 10.71% | 19.97%-9.3pp | 17.10%-6.4pp | 5.13%+5.6pp |
| Employer contribution / active EE | $2,273 | $2,085+9.0% | $3,714-38.8% | $1,974+15.2% |
| Participant deferral / active EE | $8,258 | $4,944+67.0% | $5,696+45.0% | $3,061+169.8% |
| Admin fee / account holder | -$17 | $87-119.1% | $5,516-100.3% | $95-117.6% |