Filed June 30, 2026
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 | Other Commissions | $56,277 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $10,838 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,122 | $80,354+66.9% | $133,980+0.1% | $63,975+109.6% |
| Participation rate | 96.2% | 87.5%+8.7pp | 87.1%+9.1pp | 71.1%+25.1pp |
| Annual return | 27.88% | 13.11%+14.8pp | 29.30%-1.4pp | 48.65%-20.8pp |
| Employer contribution / active EE | $3,287 | $3,503-6.2% | $5,211-36.9% | $2,182+50.7% |
| Participant deferral / active EE | $6,034 | $5,239+15.2% | $6,282-3.9% | $3,356+79.8% |
| Admin fee / account holder | $10 | $69-85.0% | $9,324-99.9% | $70-85.3% |