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 4-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 LLC3 years Service code 49 · EIN 95-3845382 | Other Services | $10,996 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,373 | $55,415-27.1% | $155,509-74.0% | $74,495-45.8% |
| Participation rate | 40.1% | 61.9%-21.8pp | 78.2%-38.1pp | 67.2%-27.1pp |
| Annual return | 14.05% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $240 | $2,267-89.4% | $4,672-94.9% | $2,623-90.8% |
| Participant deferral / active EE | $1,462 | $2,836-48.4% | $5,626-74.0% | $4,346-66.4% |
| Admin fee / account holder | $46 | $1,738-97.4% | $15,912-99.7% | $1,942-97.6% |