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 ADVISOR NETWORKS Service code 27 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Advisory (Plan) | $9,966 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,894 | $61,156-62.6% | $185,823-87.7% | $79,386-71.2% |
| Participation rate | 40.6% | 66.6%-26.0pp | 81.7%-41.1pp | 70.7%-30.1pp |
| Annual return | 29.97% | 19.45%+10.5pp | 122.05%-92.1pp | 116.85%-86.9pp |
| Employer contribution / active EE | $946 | $2,321-59.2% | $5,167-81.7% | $2,427-61.0% |
| Participant deferral / active EE | $1,364 | $2,789-51.1% | $5,568-75.5% | $4,046-66.3% |
| Admin fee / account holder | $110 | $710-84.6% | $16,237-99.3% | $626-82.5% |