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 ADVISORS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,976 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT & HOLLAND, LLP Service code 10 222 CENTRAL PARK AVE SUITE 1400 · VIRGINIA BEACH, VA 23462 | Accounting | $14,962 |
PREMIER RETIREMENT PARTNERS6 years Service code 13 8040 EXCELSIOR DR · MADISON, WI 53717 | Contract Administrator | $10,603 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $158,608 | $101,317+56.5% | $146,958+7.9% | $74,495+112.9% |
| Participation rate | 92.0% | 75.5%+16.4pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 11.96% | 8730.91%-8719.0pp | 418.34%-406.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $4,942 | $3,810+29.7% | $4,933+0.2% | $2,623+88.4% |
| Participant deferral / active EE | $9,472 | $7,303+29.7% | $8,070+17.4% | $4,346+118.0% |
| Admin fee / account holder | $574 | $1,739-67.0% | $12,998-95.6% | $1,942-70.4% |