See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA Service code 27 P.O. BOX 293 · ST. CLOUD, MN 56301 | Advisory (Plan) | $15,566 |
AMERICAN FUNDS2 years Service code 64 · EIN 95-6817943 P.O.BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,249 | $71,050-54.6% | $93,606-65.5% | $80,856-60.1% |
| Participation rate | 91.6% | 60.4%+31.2pp | 68.7%+22.9pp | 67.6%+23.9pp |
| Annual return | 13.49% | 11.26%+2.2pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,717 | $1,564+137.7% | $2,420+53.6% | $2,755+34.9% |
| Participant deferral / active EE | $2,598 | $4,034-35.6% | $4,411-41.1% | $4,296-39.5% |
| Admin fee / account holder | $196 | $6,945-97.2% | $8,285-97.6% | $6,918-97.2% |