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 LLC5+ years Service code 55 · EIN 95-3845382 | Other Commissions | $25,841 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,814 | $69,159-29.4% | $125,175-61.0% | $67,579-27.8% |
| Participation rate | 57.9% | 78.2%-20.3pp | 79.8%-21.9pp | 71.3%-13.4pp |
| Annual return | 28.54% | 27.12%+1.4pp | 43.79%-15.3pp | 378.56%-350.0pp |
| Employer contribution / active EE | $1,970 | $2,023-2.6% | $3,865-49.0% | $2,148-8.3% |
| Participant deferral / active EE | $2,784 | $3,700-24.8% | $4,937-43.6% | $3,539-21.3% |
| Admin fee / account holder | $2 | $142-98.7% | $9,702-100.0% | $142-98.7% |