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 | $64,412 |
CETERA ADVISOR NETWORKS LLC8 years Filed as: CETERA ADVISORS, LLC Service code 55 · EIN 84-0858799 | Other Commissions | $46,444 |
NEWAGE INDUSTRIES, INC.1 year Service code 99 · EIN 23-1475225 | Other Fees | $18,744 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $4,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,078 | $88,083-12.5% | $164,813-53.2% | $74,495+3.5% |
| Participation rate | 99.2% | 73.0%+26.1pp | 78.6%+20.6pp | 67.2%+32.0pp |
| Annual return | 20.85% | 17.26%+3.6pp | 69.93%-49.1pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $3,941 | $2,593+52.0% | $4,341-9.2% | $2,623+50.2% |
| Participant deferral / active EE | $4,253 | $4,498-5.4% | $6,031-29.5% | $4,346-2.1% |
| Admin fee / account holder | $300 | $2,234-86.6% | $12,690-97.6% | $1,942-84.5% |