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 9-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $45,646 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $26,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,082 | $50,815-9.3% | $155,509-70.4% | $77,643-40.6% |
| Participation rate | 50.0% | 63.1%-13.1pp | 78.2%-28.2pp | 70.6%-20.6pp |
| Annual return | 14.05% | 34.80%-20.8pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $846 | $1,993-57.5% | $4,672-81.9% | $2,726-68.9% |
| Participant deferral / active EE | $1,318 | $2,822-53.3% | $5,626-76.6% | $4,647-71.6% |
| Admin fee / account holder | $210 | $437-51.8% | $15,912-98.7% | $430-51.1% |