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 Filed as: CETERA ADVISORS, LLC Service code 28 · EIN 84-0858799 | Investment Management | $12,408 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,635 | $56,767-46.0% | $101,794-69.9% | $85,563-64.2% |
| Participation rate | 95.2% | 57.6%+37.6pp | 69.2%+26.0pp | 66.0%+29.2pp |
| Annual return | 29.21% | 17.76%+11.4pp | 30.53%-1.3pp | 31.51%-2.3pp |
| Employer contribution / active EE | $3,716 | $1,112+234.1% | $2,289+62.3% | $2,654+40.0% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $18 | $1,098-98.4% | $8,777-99.8% | $834-97.9% |