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 LLC5 years Filed as: CETERA ADVISOR NETWORKS Service code 26 2301 ROSECRANS AVE, #5100 · EL SEGUNDO, CA 90245 | Advisory (Participants) | $23,868 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,080 |
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 | $60,441 | $51,821+16.6% | $93,606-35.4% | - |
| Participation rate | 100.0% | 67.7%+32.3pp | 68.7%+31.3pp | - |
| Annual return | 12.41% | 11.30%+1.1pp | 133.20%-120.8pp | - |
| Employer contribution / active EE | $2,217 | $1,278+73.5% | $2,420-8.4% | - |
| Participant deferral / active EE | $4,003 | $3,260+22.8% | $4,411-9.3% | - |
| Admin fee / account holder | $160 | $4,565-96.5% | $8,285-98.1% | - |