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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 26 · EIN 36-3258176 | Advisory (Participants) | $10,149 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,939 | $60,323-75.2% | $81,812-81.7% | $74,495-79.9% |
| Participation rate | 58.5% | 62.9%-4.4pp | 72.3%-13.9pp | 67.2%-8.7pp |
| Annual return | 0.00% | 16.90%-16.9pp | 773.79%-773.8pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $865 | $2,620-67.0% | $2,912-70.3% | $2,623-67.0% |
| Participant deferral / active EE | $4,635 | $3,387+36.8% | $4,319+7.3% | $4,346+6.7% |
| Admin fee / account holder | $132 | $1,486-91.1% | $7,386-98.2% | $1,942-93.2% |