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 · EIN 84-0467907 | Recordkeeping Fees | $73,793 |
CETERA ADVISOR NETWORKS LLC9 years Filed as: CETERA ADVISORS, LLC Service code 55 · EIN 84-0858799 | Other Commissions | $54,713 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $5,103 |
NEWAGE INDUSTRIES, INC.2 years Service code 99 · EIN 23-1475225 | Other Fees | $0 |
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 | $82,758 | $104,919-21.1% | $116,228-28.8% | $85,563-3.3% |
| Participation rate | 98.8% | 78.6%+20.2pp | 74.6%+24.3pp | 66.0%+32.8pp |
| Annual return | 18.42% | 15.38%+3.0pp | 90.06%-71.6pp | 31.51%-13.1pp |
| Employer contribution / active EE | $4,411 | $3,485+26.6% | $2,994+47.3% | $2,654+66.2% |
| Participant deferral / active EE | $4,776 | $5,306-10.0% | $4,953-3.6% | $4,375+9.2% |
| Admin fee / account holder | $254 | $429-40.7% | $11,989-97.9% | $834-69.5% |