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 LLC1+ years Service code 55 200 N SEPULVEDA BLVD STE 1300 · EL SEGUNDO, CA 90245 | Other Commissions | $10,925 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
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 | $80,196 | $70,002+14.6% | $115,037-30.3% | $52,331+53.2% |
| Participation rate | 81.6% | 72.1%+9.5pp | 81.4%+0.2pp | 68.1%+13.5pp |
| Annual return | 1.81% | 4.04%-2.2pp | 26.14%-24.3pp | 4.54%-2.7pp |
| Employer contribution / active EE | $1,818 | $2,715-33.0% | $4,608-60.5% | $1,882-3.4% |
| Participant deferral / active EE | $7,968 | $4,920+62.0% | $6,026+32.2% | $3,022+163.7% |
| Admin fee / account holder | $6 | $566-98.9% | $8,175-99.9% | $592-98.9% |