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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.
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Filed as: CWM, LLC Service code 99 · EIN 27-4011107 13321 CALIFORNIA STREET, SUITE 100 · OMAHA, NE 68154 | Other Fees | $33,567 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,456 | $101,317+6.1% | $146,958-26.9% | $74,495+44.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.77% | 8730.91%-8718.1pp | 418.34%-405.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,814 | $3,810-26.2% | $4,933-43.0% | $2,623+7.3% |
| Participant deferral / active EE | $5,336 | $7,303-26.9% | $8,070-33.9% | $4,346+22.8% |
| Admin fee / account holder | $318 | $1,739-81.7% | $12,998-97.6% | $1,942-83.6% |