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 LLC3+ years Service code 55 · EIN 95-3845382 | Other Commissions | $88,508 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,759 | $155,795-68.1% | $136,294-63.5% | $69,631-28.5% |
| Participation rate | 93.0% | 75.2%+17.7pp | 81.9%+11.1pp | 70.7%+22.3pp |
| Annual return | 20.91% | 232464.33%-232443.4pp | 5155.94%-5135.0pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $1,146 | $2,991-61.7% | $4,695-75.6% | $2,032-43.6% |
| Participant deferral / active EE | $5,810 | $5,394+7.7% | $6,247-7.0% | $3,224+80.2% |
| Admin fee / account holder | $9 | $128-92.8% | $9,243-99.9% | $110-91.6% |