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 |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,777 |
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $4,496 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: ASSOCIATES IN EXCELLENCE DBA CETERA Service code 13 2125 OAK GROVE ROAD STE 105 · WALNUT CREEK, CA 94598 | Contract Administrator | $2,892 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,810 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,874 | $72,404-86.4% | $110,238-91.0% | $64,186-84.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 20.99% | -6.29%+27.3pp | 314.74%-293.8pp | 7.63%+13.4pp |
| Employer contribution / active EE | $2,807 | $2,282+23.0% | $3,826-26.6% | $2,381+17.9% |
| Participant deferral / active EE | $903 | $3,469-74.0% | $4,672-80.7% | $3,470-74.0% |
| Admin fee / account holder | $52 | $5,664-99.1% | $8,547-99.4% | $4,888-98.9% |