See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISORS, LLC Service code 28 · EIN 84-0858799 | Investment Management | $12,261 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,637 | $54,193-56.4% | $93,606-74.7% | $77,643-69.6% |
| Participation rate | 93.4% | 63.9%+29.5pp | 68.7%+24.7pp | 70.6%+22.9pp |
| Annual return | -0.63% | 30.54%-31.2pp | 133.20%-133.8pp | 31.24%-31.9pp |
| Employer contribution / active EE | $2,334 | $1,168+99.8% | $2,420-3.5% | $2,726-14.4% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $17 | $576-97.0% | $8,285-99.8% | $430-95.9% |