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 83-3455979 | Contract Administrator | $128,656 |
CETERA ADVISOR NETWORKS LLC5 years Service code 27 575 E. LOCUST AVENUE · FRESNO, CA 937202928 | Advisory (Plan) | $91,017 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,237 | $55,415+200.0% | $155,509+6.9% | $74,495+123.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.48% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $7,738 | $2,267+241.3% | $4,672+65.6% | $2,623+195.0% |
| Participant deferral / active EE | $6,958 | $2,836+145.3% | $5,626+23.7% | $4,346+60.1% |
| Admin fee / account holder | $697 | $1,738-59.9% | $15,912-95.6% | $1,942-64.1% |