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 LLC5 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $89,297 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $86,669 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,332 | $50,815-20.6% | $155,509-74.1% | $77,643-48.1% |
| Participation rate | 84.7% | 63.1%+21.6pp | 78.2%+6.5pp | 70.6%+14.1pp |
| Annual return | 14.18% | 34.80%-20.6pp | 64.67%-50.5pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,714 | $1,993-14.0% | $4,672-63.3% | $2,726-37.1% |
| Participant deferral / active EE | $4,654 | $2,822+64.9% | $5,626-17.3% | $4,647+0.1% |
| Admin fee / account holder | $213 | $437-51.3% | $15,912-98.7% | $430-50.6% |