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 LLC3 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $18,912 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,870 | $34,934+42.8% | $56,411-11.6% | $74,495-33.1% |
| Participation rate | 50.0% | 32.8%+17.2pp | 52.5%-2.5pp | 67.2%-17.2pp |
| Annual return | 12.70% | 25.94%-13.2pp | 1701.33%-1688.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,552 | $609+154.9% | $1,039+49.5% | $2,623-40.8% |
| Participant deferral / active EE | $2,996 | $1,170+156.0% | $1,952+53.5% | $4,346-31.0% |
| Admin fee / account holder | $211 | $2,364-91.1% | $2,829-92.5% | $1,942-89.1% |