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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,900 |
CETERA ADVISOR NETWORKS LLC8+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $32,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,265 | $42,353+9.2% | $79,550-41.8% | $64,808-28.6% |
| Participation rate | 53.7% | 64.8%-11.1pp | 69.5%-15.8pp | 71.5%-17.8pp |
| Annual return | 2.31% | -12.24%+14.5pp | 0.16%+2.1pp | 32.82%-30.5pp |
| Employer contribution / active EE | $2 | $1,181-99.8% | $2,413-99.9% | $2,506-99.9% |
| Participant deferral / active EE | $1,523 | $3,170-52.0% | $3,985-61.8% | $4,310-64.7% |
| Admin fee / account holder | $292 | $160+83.1% | $6,832-95.7% | $188+55.6% |