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: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $36,884 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 50 · EIN 11-3600438 | Direct Payment | $15,148 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,569 |
CHRISTOPHER BROUSAIDES1 year Filed as: CHRISTOPHER LEONARD Service code 99 POB 460939 · FORT LAUDERDALE, FL 33346 | Other Fees | $0 |
CLAUDIA MARTINEZ1 year Filed as: CLAUDIA DENOVELLIS Service code 99 475 MAIN ST SUITE 2A · FARMINGDALE, NY 11735 | Other Fees | $0 |
E CRAIG YOUNG1 year Filed as: CRAIG WILSON Service code 99 8 PROSPECT STREET · NASHUA, NH 03061 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,051 | $82,202+7.1% | $125,339-29.7% | $64,808+35.9% |
| Participation rate | 97.4% | 77.9%+19.6pp | 82.4%+15.1pp | 71.5%+26.0pp |
| Annual return | -20.56% | 3.48%-24.0pp | 572.05%-592.6pp | 32.82%-53.4pp |
| Employer contribution / active EE | $2,116 | $3,615-41.5% | $4,814-56.0% | $2,506-15.5% |
| Participant deferral / active EE | $7,340 | $7,175+2.3% | $7,446-1.4% | $4,310+70.3% |
| Admin fee / account holder | $201 | $163+23.0% | $10,010-98.0% | $188+6.9% |