See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 08111 | Recordkeeping Fees | $31,459 |
CETERA ADVISOR NETWORKS LLC8 years Filed as: CETERA ADVISORS NETWORKS LLC Service code 55 | Other Commissions | $13,550 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,959 |
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON BENEFITS INC Service code 13 5 CHERRY HILL DR STE L120 · DANVERS, MA 01923 | Contract Administrator | $3,780 |
BEACON POINTE ADVISORS LLC8 years Filed as: BEACON BENEFITS, INC. Service code 13 | Contract Administrator | $2,779 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES LLC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $557 |
CETERA ADVISOR NETWORKS LLC7 years Filed as: CETERA ADVISOR NETWORKS Service code 55 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,857 | $60,323-72.1% | $81,812-79.4% | $74,495-77.4% |
| Participation rate | 52.2% | 62.9%-10.6pp | 72.3%-20.1pp | 67.2%-15.0pp |
| Annual return | 10.74% | 16.90%-6.2pp | 773.79%-763.0pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $664 | $2,620-74.7% | $2,912-77.2% | $2,623-74.7% |
| Participant deferral / active EE | $1,557 | $3,387-54.1% | $4,319-64.0% | $4,346-64.2% |
| Admin fee / account holder | $173 | $1,486-88.4% | $7,386-97.7% | $1,942-91.1% |