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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 6000 SOUTHCENTER BLVD · TUKWILA, WA 98188 | Other Fees | $0 |
Service code 49 · EIN 93-1327877 1109 SW 1ST AVENUE · CANBY, OR 97013 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,409 | $55,415+90.2% | $155,509-32.2% | $74,495+41.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.17% | 268.50%-257.3pp | 64.67%-53.5pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $5,968 | $2,267+163.2% | $4,672+27.7% | $2,623+127.5% |
| Participant deferral / active EE | $6,953 | $2,836+145.2% | $5,626+23.6% | $4,346+60.0% |
| Admin fee / account holder | $17 | $1,738-99.0% | $15,912-99.9% | $1,942-99.1% |