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 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $45,844 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,690 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 13 1523 HUGUENOT ROAD, STE 101 · MIDLOTHIAN, VA 23113 | Contract Administrator | $3,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,375 | $119,446-22.7% | $150,045-38.4% | $85,563+8.0% |
| Participation rate | 94.7% | 75.4%+19.3pp | 82.3%+12.4pp | 66.0%+28.7pp |
| Annual return | 21.57% | 23.72%-2.2pp | 62.55%-41.0pp | 31.51%-9.9pp |
| Employer contribution / active EE | $3,311 | $4,078-18.8% | $4,693-29.4% | $2,654+24.8% |
| Participant deferral / active EE | $8,204 | $7,985+2.7% | $7,997+2.6% | $4,375+87.5% |
| Admin fee / account holder | $178 | $548-67.4% | $13,435-98.7% | $834-78.6% |