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 LLC3 years Filed as: CETERA ADVISORS, LLC Service code 28 · EIN 84-0858799 | Investment Management | $9,801 |
Annual investment return 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 | $23,831 | $53,165-55.2% | $86,188-72.3% | $74,419-68.0% |
| Participation rate | 94.3% | 64.9%+29.5pp | 69.0%+25.4pp | 70.7%+23.6pp |
| Annual return | 0.54% | 22.64%-22.1pp | 1168.45%-1167.9pp | 34.38%-33.8pp |
| Employer contribution / active EE | $3,267 | $1,210+170.0% | $2,380+37.2% | $2,637+23.9% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $15 | $551-97.3% | $6,852-99.8% | $348-95.7% |