See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $50,790 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,395 | $95,274+7.5% | $135,903-24.7% | $74,419+37.6% |
| Participation rate | 98.4% | 78.2%+20.2pp | 81.9%+16.5pp | 70.7%+27.6pp |
| Annual return | 19.93% | 32.77%-12.8pp | 68.23%-48.3pp | 34.38%-14.4pp |
| Employer contribution / active EE | $2,027 | $3,874-47.7% | $4,856-58.3% | $2,637-23.1% |
| Participant deferral / active EE | $7,064 | $7,782-9.2% | $7,758-8.9% | $4,528+56.0% |
| Admin fee / account holder | $134 | $266-49.5% | $10,762-98.8% | $348-61.4% |