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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 5-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 LLC4 years Filed as: CWM LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $16,315 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,771 | $59,417+9.0% | $93,606-30.8% | $74,495-13.1% |
| Participation rate | 40.8% | 59.7%-18.8pp | 68.7%-27.9pp | 67.2%-26.4pp |
| Annual return | 11.54% | 81.83%-70.3pp | 133.20%-121.7pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $758 | $1,264-40.0% | $2,420-68.7% | $2,623-71.1% |
| Participant deferral / active EE | $1,782 | $3,050-41.6% | $4,411-59.6% | $4,346-59.0% |
| Admin fee / account holder | $238 | $3,021-92.1% | $8,285-97.1% | $1,942-87.7% |