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 37 · EIN 04-2647786 | Loan Processing | $60,754 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $59,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,708 | $58,644+68.3% | $177,989-44.5% | $199,593-50.5% |
| Participation rate | 36.0% | 65.5%-29.5pp | 77.1%-41.1pp | 72.0%-36.0pp |
| Annual return | 13.36% | 19.25%-5.9pp | 294.48%-281.1pp | 34.25%-20.9pp |
| Employer contribution / active EE | $2,099 | $1,801+16.5% | $3,949-46.8% | $3,034-30.8% |
| Participant deferral / active EE | $2,942 | $4,248-30.7% | $6,276-53.1% | $5,087-42.2% |
| Admin fee / account holder | $230 | $145+58.3% | $10,363-97.8% | $269-14.4% |