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 LLC4 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $69,769 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,089 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $404 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,400 | $119,4460% | $150,045-20.4% | $85,563+39.5% |
| Participation rate | 96.6% | 75.4%+21.1pp | 82.3%+14.2pp | 66.0%+30.6pp |
| Annual return | 18.78% | 23.72%-4.9pp | 62.55%-43.8pp | 31.51%-12.7pp |
| Employer contribution / active EE | $2,755 | $4,078-32.5% | $4,693-41.3% | $2,654+3.8% |
| Participant deferral / active EE | $8,785 | $7,985+10.0% | $7,997+9.9% | $4,375+100.8% |
| Admin fee / account holder | $225 | $548-58.8% | $13,435-98.3% | $834-73.0% |