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 ADVISORS, LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $6,003 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,163 | $50,956-56.5% | $96,562-77.0% | $86,799-74.5% |
| Participation rate | 93.0% | 65.2%+27.7pp | 69.8%+23.2pp | 72.3%+20.7pp |
| Annual return | 21.36% | 21.27%+0.1pp | 37.78%-16.4pp | 97.91%-76.5pp |
| Employer contribution / active EE | $3,088 | $1,111+178.0% | $2,356+31.0% | $2,405+28.4% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $10 | $166-93.8% | $6,181-99.8% | $170-93.9% |