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 Service code 27 · EIN 95-3845382 | Advisory (Plan) | $104,966 |
PRICEWATERHOUSECOOPERS LLP5 years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$89,585 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $435,191 | $102,553+324.4% | $151,611+187.0% | $66,914+550.4% |
| Participation rate | 94.5% | 85.5%+9.0pp | 87.5%+7.0pp | 69.8%+24.7pp |
| Annual return | -16.52% | -10.82%-5.7pp | 3.33%-19.8pp | 1.58%-18.1pp |
| Employer contribution / active EE | $11,269 | $4,180+169.6% | $6,166+82.8% | $2,544+342.9% |
| Participant deferral / active EE | $15,343 | $6,641+131.0% | $8,363+83.4% | $4,237+262.1% |
| Admin fee / account holder | $250 | $630-60.4% | $11,616-97.9% | $593-57.9% |