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 ADVISOR NETWORKS Service code 33 6200 ROCKSIDE ROAD · CLEVELAND, OH 44131 | Securities brokerage; Distribution (1... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,041 | $56,629-27.5% | $77,999-47.4% | $55,167-25.6% |
| Participation rate | 25.2% | 73.3%-48.1pp | 75.5%-50.3pp | 69.0%-43.7pp |
| Annual return | 6.11% | 2866.98%-2860.9pp | 425.96%-419.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $237 | $2,777-91.5% | $3,497-93.2% | $3,054-92.3% |
| Admin fee / account holder | $17 | $467-96.3% | $5,480-99.7% | $504-96.5% |