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 8-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) | $49,653 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $116,561 | $216,711-46.2% | $136,749-14.8% | $85,563+36.2% |
| Participation rate | 42.7% | 51.7%-9.0pp | 72.1%-29.4pp | 66.0%-23.3pp |
| Annual return | 17.97% | 15.26%+2.7pp | 24.33%-6.4pp | 31.51%-13.5pp |
| Employer contribution / active EE | $1,030 | $1,660-37.9% | $3,400-69.7% | $2,654-61.2% |
| Participant deferral / active EE | $2,551 | $2,635-3.2% | $4,692-45.6% | $4,375-41.7% |
| Admin fee / account holder | $302 | $1,223-75.3% | $11,386-97.3% | $834-63.8% |