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 LLC4 years Service code 55 · EIN 95-3845382 | Other Commissions | $28,015 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,747 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,234 | $76,050+0.2% | $96,544-21.0% | $71,457+6.7% |
| Participation rate | 96.6% | 74.4%+22.2pp | 76.0%+20.7pp | 67.9%+28.7pp |
| Annual return | 18.13% | 22.81%-4.7pp | 25.84%-7.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $2,832 | $2,244+26.2% | $2,965-4.5% | $2,588+9.5% |
| Participant deferral / active EE | $7,395 | $4,215+75.4% | $4,851+52.4% | $4,289+72.4% |
| Admin fee / account holder | $62 | $2,707-97.7% | $8,252-99.3% | $1,587-96.1% |