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 | $57,080 |
CETERA ADVISOR NETWORKS LLC7 years Filed as: CETERA ADVISORS, LLC Service code 55 · EIN 84-0858799 | Other Commissions | $40,995 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $5,000 |
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 | $58,334 | $82,978-29.7% | $129,995-55.1% | $71,457-18.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 15.54% | 20.60%-5.1pp | -137.18%+152.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $4,205 | $2,622+60.4% | $4,320-2.7% | $2,588+62.5% |
| Participant deferral / active EE | $4,081 | $4,432-7.9% | $5,820-29.9% | $4,289-4.8% |
| Admin fee / account holder | $195 | $1,729-88.7% | $10,614-98.2% | $1,587-87.7% |