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 INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $25,027 |
CETERA ADVISOR NETWORKS LLC3 years Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $8,941 |
Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $6,071 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,895 | $55,415+71.2% | $155,509-39.0% | $74,495+27.4% |
| Participation rate | 97.2% | 61.9%+35.3pp | 78.2%+19.0pp | 67.2%+30.0pp |
| Annual return | 14.59% | 268.50%-253.9pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $6,797 | $2,267+199.8% | $4,672+45.5% | $2,623+159.1% |
| Participant deferral / active EE | $4,730 | $2,836+66.8% | $5,626-15.9% | $4,346+8.8% |
| Admin fee / account holder | $358 | $1,738-79.4% | $15,912-97.8% | $1,942-81.6% |