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 INVESTMENT ADVISERS, LLC Service code 26 36 MAIN STREET · BRISTOL, VT 054431318 | Advisory (Participants) | $18,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,995 | $66,098-7.7% | $101,794-40.1% | $74,304-17.9% |
| Participation rate | 97.9% | 53.8%+44.2pp | 69.2%+28.7pp | 60.3%+37.6pp |
| Annual return | 59.38% | 19.59%+39.8pp | 30.53%+28.9pp | 29.43%+30.0pp |
| Employer contribution / active EE | $1,881 | $1,082+74.0% | $2,289-17.8% | $2,241-16.0% |
| Participant deferral / active EE | $4,206 | $2,781+51.3% | $4,084+3.0% | $3,767+11.7% |
| Admin fee / account holder | $139 | $4,146-96.6% | $8,777-98.4% | $2,969-95.3% |