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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $13,401 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,942 |
Service code 15 · EIN 43-0831507 | Recordkeeping | $10,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,879 | $57,281+39.5% | $86,612-7.8% | $75,163+6.3% |
| Participation rate | 70.8% | 63.2%+7.6pp | 71.7%-0.9pp | 67.2%+3.6pp |
| Annual return | 17.34% | 2670.75%-2653.4pp | 591.07%-573.7pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,508 | $2,314+8.4% | $3,022-17.0% | $2,670-6.1% |
| Participant deferral / active EE | $6,070 | $3,318+83.0% | $4,438+36.8% | $4,125+47.2% |
| Admin fee / account holder | $300 | $4,112-92.7% | $5,614-94.6% | $5,651-94.7% |