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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Service code 27 2301 ROSECRANS AVE, #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $41,164 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,041 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $98,544 | $61,774+59.5% | $97,226+1.4% | $80,856+21.9% |
| Participation rate | 92.8% | 63.5%+29.3pp | 72.7%+20.1pp | 67.6%+25.1pp |
| Annual return | 15.02% | -557.90%+572.9pp | 75.13%-60.1pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,153 | $1,837+17.2% | $2,729-21.1% | $2,755-21.8% |
| Participant deferral / active EE | $4,465 | $3,029+47.4% | $4,264+4.7% | $4,296+3.9% |
| Admin fee / account holder | $284 | $5,166-94.5% | $5,654-95.0% | $6,918-95.9% |