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 4-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 LLC1+ years Service code 55 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 902454340 | Other Commissions | $14,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,135 | $59,263-5.3% | $96,562-41.9% | $79,386-29.3% |
| Participation rate | 49.1% | 61.9%-12.8pp | 69.8%-20.7pp | 70.7%-21.6pp |
| Annual return | 14.64% | 27.07%-12.4pp | 37.78%-23.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $378 | $1,216-68.9% | $2,356-84.0% | $2,427-84.4% |
| Participant deferral / active EE | $3,288 | $2,948+11.5% | $3,849-14.6% | $4,046-18.7% |
| Admin fee / account holder | $42 | $658-93.6% | $6,181-99.3% | $626-93.3% |