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 LLC5 years Filed as: CETERA ADVISORS NETWORKS LLC Service code 55 | Other Commissions | $55,564 |
Filed as: CBIZ Service code 10 PO BOX 735228 · CHICAGO, IL 60673 | Accounting | $23,175 |
ADP BROKER-DEALER11+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DR STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $10,690 |
CETERA ADVISOR NETWORKS LLC5 years Service code 55 2301 ROSECRANS AVE. #5100 · GLASTONBURY, CT 06033 | Other Commissions | $0 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $152,805 | $87,870+73.9% | $113,168+35.0% | $74,304+105.6% |
| Participation rate | 74.2% | 70.7%+3.5pp | 76.6%-2.3pp | 60.3%+13.9pp |
| Annual return | 12.50% | 26.44%-13.9pp | 24.27%-11.8pp | 29.43%-16.9pp |
| Employer contribution / active EE | $1,322 | $2,277-41.9% | $2,975-55.6% | $2,241-41.0% |
| Participant deferral / active EE | $5,927 | $4,241+39.7% | $5,107+16.1% | $3,767+57.3% |
| Admin fee / account holder | $179 | $3,368-94.7% | $12,068-98.5% | $2,969-94.0% |