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 LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $26,120 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,860 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,414 | $50,815-30.3% | $155,509-77.2% | $77,643-54.4% |
| Participation rate | 94.9% | 63.1%+31.8pp | 78.2%+16.8pp | 70.6%+24.4pp |
| Annual return | 15.39% | 34.80%-19.4pp | 64.67%-49.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,260 | $1,993-36.8% | $4,672-73.0% | $2,726-53.8% |
| Participant deferral / active EE | $4,760 | $2,822+68.7% | $5,626-15.4% | $4,647+2.4% |
| Admin fee / account holder | $137 | $437-68.6% | $15,912-99.1% | $430-68.1% |