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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,669 |
CETERA ADVISOR NETWORKS LLC3 years Service code 49 · EIN 95-3845382 | Other Services | $28,647 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,965 | $86,929+89.8% | $102,423+61.1% | $80,856+104.0% |
| Participation rate | 98.8% | 72.4%+26.4pp | 76.5%+22.3pp | 67.6%+31.1pp |
| Annual return | 12.29% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,043 | $2,369-56.0% | $3,023-65.5% | $2,755-62.1% |
| Participant deferral / active EE | $7,298 | $4,118+77.2% | $5,053+44.4% | $4,296+69.9% |
| Admin fee / account holder | $683 | $8,049-91.5% | $9,451-92.8% | $6,918-90.1% |