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 26 · EIN 71-0294708 | Advisory (Participants) | $2,335 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 99 · EIN 95-3845382 | Other Fees | $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 | $47,704 | $62,132-23.2% | $185,823-74.3% | $73,488-35.1% |
| Participation rate | 91.5% | 67.8%+23.6pp | 78.0%+13.4pp | 70.7%+20.8pp |
| Annual return | 22.11% | 20.44%+1.7pp | 35.95%-13.8pp | 28.51%-6.4pp |
| Employer contribution / active EE | $1,295 | $1,681-23.0% | $4,087-68.3% | $2,270-43.0% |
| Participant deferral / active EE | $3,943 | $3,711+6.2% | $5,632-30.0% | $3,740+5.4% |
| Admin fee / account holder | $11 | $419-97.4% | $9,500-99.9% | $513-97.9% |