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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.
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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 15 · EIN 48-1205033 | Recordkeeping | $37,510 |
CETERA ADVISOR NETWORKS LLC3 years Service code 27 410 PINE ST SE · VIENNA, VA 221804861 | Advisory (Plan) | $19,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,068 | $56,152-50.0% | $185,823-84.9% | $73,409-61.8% |
| Participation rate | 31.9% | 67.6%-35.7pp | 78.0%-46.2pp | 72.2%-40.3pp |
| Annual return | 21.67% | 17.59%+4.1pp | 35.95%-14.3pp | 59.29%-37.6pp |
| Employer contribution / active EE | $541 | $1,532-64.7% | $4,087-86.8% | $2,234-75.8% |
| Participant deferral / active EE | $954 | $3,659-73.9% | $5,632-83.1% | $3,805-74.9% |
| Admin fee / account holder | $190 | $132+44.0% | $9,500-98.0% | $158+20.4% |