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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $23,284 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISORS LLC Service code 99 · EIN 84-0858799 | Other Fees | $12,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,149 | $65,061-33.7% | $143,757-70.0% | $66,914-35.5% |
| Participation rate | 49.7% | 65.2%-15.4pp | 80.3%-30.6pp | 69.8%-20.1pp |
| Annual return | -21.92% | -11.14%-10.8pp | -0.04%-21.9pp | 1.58%-23.5pp |
| Employer contribution / active EE | $382 | $2,361-83.8% | $4,951-92.3% | $2,544-85.0% |
| Participant deferral / active EE | $2,743 | $2,919-6.0% | $5,637-51.3% | $4,237-35.3% |
| Admin fee / account holder | $169 | $502-66.4% | $14,673-98.9% | $593-71.6% |