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 LLC2 years 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 | $47,734 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT & HOLLAND, LLP Service code 10 222 CENTRAL PARK AVE SUITE 1400 · VIRGINIA BEACH, VA 23462 | Accounting | $15,750 |
PREMIER RETIREMENT PARTNERS7 years Service code 13 8040 EXCELSIOR DR · MADISON, WI 53717 | Contract Administrator | $11,824 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,132 | $100,923+84.4% | $150,045+24.1% | $74,304+150.5% |
| Participation rate | 91.6% | 70.1%+21.5pp | 82.3%+9.3pp | 60.3%+31.3pp |
| Annual return | 15.82% | 51.77%-35.9pp | 62.55%-46.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $5,388 | $3,463+55.6% | $4,693+14.8% | $2,241+140.4% |
| Participant deferral / active EE | $10,488 | $6,709+56.3% | $7,997+31.1% | $3,767+178.4% |
| Admin fee / account holder | $615 | $2,767-77.8% | $13,435-95.4% | $2,969-79.3% |