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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,007 |
CETERA ADVISOR NETWORKS LLC6 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $10,513 |
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 | $42,128 | $65,061-35.2% | $143,757-70.7% | $66,914-37.0% |
| Participation rate | 49.6% | 65.2%-15.6pp | 80.3%-30.7pp | 69.8%-20.2pp |
| Annual return | -10.58% | -11.14%+0.6pp | -0.04%-10.5pp | 1.58%-12.2pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,972 | $2,919-32.5% | $5,637-65.0% | $4,237-53.5% |
| Admin fee / account holder | $269 | $502-46.4% | $14,673-98.2% | $593-54.7% |