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 Service code 27 · EIN 95-3845382 | Advisory (Plan) | $25,066 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,541 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $176,775 | $100,041+76.7% | $149,718+18.1% | $70,131+152.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.76% | 27.43%-7.7pp | 1501.63%-1481.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $13,418 | $3,662+266.5% | $5,445+146.4% | $2,342+472.8% |
| Participant deferral / active EE | $11,667 | $4,983+134.2% | $6,569+77.6% | $3,332+250.2% |
| Admin fee / account holder | $313 | $8,286-96.2% | $11,283-97.2% | $4,645-93.3% |