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 LLC9+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $22,685 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $8,300 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$2,068 |
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 | $58,875 | $91,372-35.6% | $129,995-54.7% | $74,419-20.9% |
| Participation rate | 54.3% | 77.8%-23.5pp | 78.5%-24.2pp | 70.7%-16.4pp |
| Annual return | 17.61% | 23.21%-5.6pp | -137.18%+154.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,197 | $2,563-14.3% | $4,320-49.1% | $2,637-16.7% |
| Participant deferral / active EE | $3,443 | $4,721-27.1% | $5,820-40.8% | $4,528-24.0% |
| Admin fee / account holder | $118 | $283-58.5% | $10,614-98.9% | $348-66.2% |