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 LLC4 years Filed as: CWM LLC Service code 16 14600 BRANCH STREET · OMAHA, NE 68154 | Consulting | $30,000 |
T ROWE PRICE RPS INC9 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $28,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,733 | $55,415+87.2% | $155,509-33.3% | $74,495+39.2% |
| Participation rate | 81.0% | 61.9%+19.1pp | 78.2%+2.8pp | 67.2%+13.8pp |
| Annual return | 11.60% | 268.50%-256.9pp | 64.67%-53.1pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $3,120 | $2,267+37.6% | $4,672-33.2% | $2,623+19.0% |
| Participant deferral / active EE | $3,881 | $2,836+36.8% | $5,626-31.0% | $4,346-10.7% |
| Admin fee / account holder | $226 | $1,738-87.0% | $15,912-98.6% | $1,942-88.4% |