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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,425 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $8,706 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $8,069 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,272 | $101,317-26.7% | $146,958-49.5% | $74,495-0.3% |
| Participation rate | 69.5% | 75.5%-6.0pp | 82.2%-12.6pp | 67.2%+2.3pp |
| Annual return | 14.65% | 8730.91%-8716.3pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $957 | $3,810-74.9% | $4,933-80.6% | $2,623-63.5% |
| Participant deferral / active EE | $7,720 | $7,303+5.7% | $8,070-4.3% | $4,346+77.6% |
| Admin fee / account holder | $237 | $1,739-86.3% | $12,998-98.2% | $1,942-87.8% |