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 Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $22,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,486 | $31,310+80.4% | $53,898+4.8% | $74,304-24.0% |
| Participation rate | 49.7% | 30.7%+19.0pp | 55.0%-5.3pp | 60.3%-10.7pp |
| Annual return | 19.06% | 23.16%-4.1pp | 528.60%-509.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,738 | $450+286.3% | $932+86.5% | $2,241-22.5% |
| Participant deferral / active EE | $3,440 | $934+268.2% | $1,826+88.4% | $3,767-8.7% |
| Admin fee / account holder | $234 | $2,175-89.2% | $2,491-90.6% | $2,969-92.1% |