Filed October 1, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $51,633 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS, LLC Service code 22 · EIN 84-0858799 | Insurance Broker | $23,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,112 | $52,293-67.3% | $178,490-90.4% | $73,409-76.7% |
| Participation rate | 52.7% | 65.3%-12.7pp | 81.9%-29.3pp | 72.2%-19.5pp |
| Annual return | -6.77% | 34.75%-41.5pp | 151.07%-157.8pp | 59.29%-66.1pp |
| Employer contribution / active EE | $914 | $1,735-47.3% | $5,011-81.8% | $2,234-59.1% |
| Participant deferral / active EE | $1,144 | $2,332-51.0% | $5,202-78.0% | $3,805-69.9% |
| Admin fee / account holder | $114 | $127-10.7% | $13,984-99.2% | $158-28.0% |