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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $77,195 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 55 · EIN 06-1375177 | Other Commissions | $42,121 |
PASI, LLC4 years Service code 99 · EIN 26-1407927 | Other Fees | $23,800 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,660 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,549 | $56,485+124.0% | $185,823-31.9% | $86,799+45.8% |
| Participation rate | 96.9% | 65.5%+31.4pp | 81.7%+15.2pp | 72.3%+24.6pp |
| Annual return | 13.49% | 118.04%-104.5pp | 122.05%-108.6pp | 97.91%-84.4pp |
| Employer contribution / active EE | $4,797 | $1,843+160.3% | $5,167-7.2% | $2,405+99.4% |
| Participant deferral / active EE | $6,605 | $2,553+158.7% | $5,568+18.6% | $4,131+59.9% |
| Admin fee / account holder | $281 | $150+87.5% | $16,237-98.3% | $170+65.5% |