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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,791 |
CETERA ADVISOR NETWORKS LLC3 years Service code 15 · EIN 95-3845382 | Recordkeeping | $22,428 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $54,073 | $100,801-46.4% | $149,696-63.9% | $73,409-26.3% |
| Participation rate | 86.2% | 77.7%+8.5pp | 82.5%+3.7pp | 72.2%+14.0pp |
| Annual return | 17.77% | 265.34%-247.6pp | 276.60%-258.8pp | 59.29%-41.5pp |
| Employer contribution / active EE | $4,062 | $3,312+22.7% | $4,644-12.5% | $2,234+81.9% |
| Participant deferral / active EE | $4,095 | $6,404-36.1% | $6,842-40.1% | $3,805+7.6% |
| Admin fee / account holder | $180 | $181-0.4% | $9,309-98.1% | $158+14.0% |