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 6-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 LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $38,074 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,131 |
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 | $49,612 | $100,923-50.8% | $150,045-66.9% | $74,304-33.2% |
| Participation rate | 86.1% | 70.1%+16.0pp | 82.3%+3.8pp | 60.3%+25.7pp |
| Annual return | 20.08% | 51.77%-31.7pp | 62.55%-42.5pp | 29.43%-9.3pp |
| Employer contribution / active EE | $803 | $3,463-76.8% | $4,693-82.9% | $2,241-64.2% |
| Participant deferral / active EE | $8,305 | $6,709+23.8% | $7,997+3.8% | $3,767+120.4% |
| Admin fee / account holder | $220 | $2,767-92.1% | $13,435-98.4% | $2,969-92.6% |