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 LLC2 years Filed as: CWM LLC Service code 27 14600 BRANCH ST · OMAHA, NE 68154 | Advisory (Plan) | $22,520 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,558 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,057 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,685 | $76,670-54.8% | $96,683-64.1% | $71,457-51.5% |
| Participation rate | 89.9% | 66.6%+23.3pp | 74.3%+15.5pp | 67.9%+22.0pp |
| Annual return | 15.53% | 48.29%-32.8pp | 35.69%-20.2pp | 28.85%-13.3pp |
| Employer contribution / active EE | $411 | $3,031-86.4% | $3,737-89.0% | $2,588-84.1% |
| Participant deferral / active EE | $4,506 | $3,771+19.5% | $4,878-7.6% | $4,289+5.1% |
| Admin fee / account holder | $229 | $2,028-88.7% | $6,730-96.6% | $1,587-85.6% |