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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $38,766 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,103 | $86,944-28.6% | $107,525-42.2% | $74,304-16.4% |
| Participation rate | 96.7% | 59.6%+37.1pp | 75.1%+21.6pp | 60.3%+36.3pp |
| Annual return | 14.42% | 23.52%-9.1pp | 181.32%-166.9pp | 29.43%-15.0pp |
| Employer contribution / active EE | $3,572 | $2,757+29.6% | $3,754-4.8% | $2,241+59.4% |
| Participant deferral / active EE | $8,129 | $3,554+128.7% | $5,116+58.9% | $3,767+115.8% |
| Admin fee / account holder | $298 | $3,727-92.0% | $8,919-96.7% | $2,969-89.9% |