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 LLC2 years Filed as: CWM, LLC Service code 99 · EIN 27-4011107 13321 CALIFORNIA STREET, SUITE 100 · OMAHA, NE 68154 | Other Fees | $0 |
SIGMA FINANCIAL CORPORATION5 years Filed as: SIGMA PLANNING CORPORATION Service code 99 · EIN 38-2472558 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Other Fees | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,434 | $91,407+2.2% | $135,903-31.2% | $71,457+30.8% |
| Participation rate | 96.6% | 75.7%+21.0pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 17.28% | 29.90%-12.6pp | 68.23%-51.0pp | 28.85%-11.6pp |
| Employer contribution / active EE | $3,731 | $3,703+0.7% | $4,856-23.2% | $2,588+44.2% |
| Participant deferral / active EE | $6,873 | $7,092-3.1% | $7,758-11.4% | $4,289+60.3% |
| Admin fee / account holder | $271 | $1,266-78.6% | $10,762-97.5% | $1,587-82.9% |