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 LLC1+ years Service code 55 200 N SEPULVEDA BLVD STE · EL SEGUNDO, CA 90245 | Other Commissions | $18,834 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,338 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,614 | $54,320-28.9% | $67,652-42.9% | $52,331-26.2% |
| Participation rate | 73.1% | 73.6%-0.4pp | 75.7%-2.5pp | 68.1%+5.0pp |
| Annual return | -0.51% | 6.81%-7.3pp | 6625.04%-6625.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $2,633 | $1,544+70.5% | $2,266+16.2% | $1,882+39.9% |
| Participant deferral / active EE | $4,806 | $2,950+62.9% | $3,560+35.0% | $3,022+59.0% |
| Admin fee / account holder | $12 | $527-97.8% | $4,821-99.8% | $592-98.1% |