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 7-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 Filed as: CWM LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $36,755 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,991 |
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 | $15,732 | $30,147-47.8% | $58,482-73.1% | $80,160-80.4% |
| Participation rate | 26.6% | 34.4%-7.8pp | 50.9%-24.3pp | 72.9%-46.4pp |
| Annual return | 20.45% | 21.97%-1.5pp | 4239.32%-4218.9pp | 40.38%-19.9pp |
| Employer contribution / active EE | $368 | $528-30.2% | $1,053-65.0% | $2,978-87.6% |
| Participant deferral / active EE | $684 | $1,249-45.3% | $1,924-64.5% | $5,017-86.4% |
| Admin fee / account holder | $76 | $195-61.1% | $2,516-97.0% | $145-47.8% |