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, LLC Service code 99 · EIN 95-3845382 | Other Fees | $0 |
Service code 49 · EIN 93-1327877 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,337 | $65,061+54.2% | $143,757-30.2% | $66,914+49.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.06% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $5,825 | $2,361+146.8% | $4,951+17.7% | $2,544+129.0% |
| Participant deferral / active EE | $6,472 | $2,919+121.7% | $5,637+14.8% | $4,237+52.8% |
| Admin fee / account holder | $71 | $502-85.8% | $14,673-99.5% | $593-88.0% |