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 9-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: CETERA ADVISOR NETWORKS Service code 26 2301 ROSECRANS AVE, #5100 · EL SEGUNDO, CA 90245 | Advisory (Participants) | $19,143 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,470 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,426 | $63,053-7.3% | $86,188-32.2% | - |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.0%+31.0pp | - |
| Annual return | 17.03% | 12.64%+4.4pp | 1168.45%-1151.4pp | - |
| Employer contribution / active EE | $2,000 | $1,503+33.1% | $2,380-16.0% | - |
| Participant deferral / active EE | $3,725 | $3,288+13.3% | $3,985-6.5% | - |
| Admin fee / account holder | $136 | $4,609-97.1% | $6,852-98.0% | - |