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 LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 26 · EIN 36-3258176 | Advisory (Participants) | $31,633 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $7,594 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,398 | $101,317-35.5% | $146,958-55.5% | $74,495-12.2% |
| Participation rate | 74.4% | 75.5%-1.2pp | 82.2%-7.8pp | 67.2%+7.2pp |
| Annual return | 14.72% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,747 | $3,810-1.7% | $4,933-24.0% | $2,623+42.9% |
| Participant deferral / active EE | $9,118 | $7,303+24.8% | $8,070+13.0% | $4,346+109.8% |
| Admin fee / account holder | $367 | $1,739-78.9% | $12,998-97.2% | $1,942-81.1% |