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 LLC4+ years Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $10,748 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,657 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $877 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,515 | $86,332-35.7% | $125,175-55.7% | $65,185-14.8% |
| Participation rate | 43.9% | 75.3%-31.4pp | 79.8%-35.8pp | 70.2%-26.3pp |
| Annual return | 4.91% | 27.43%-22.5pp | 43.79%-38.9pp | 29.38%-24.5pp |
| Employer contribution / active EE | $142 | $2,040-93.0% | $3,865-96.3% | $2,177-93.5% |
| Participant deferral / active EE | $1,925 | $3,537-45.6% | $4,937-61.0% | $3,514-45.2% |
| Admin fee / account holder | $59 | $609-90.4% | $9,702-99.4% | $847-93.1% |