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) | $50,008 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,532 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,629 | $91,407+60.4% | $135,903+7.9% | $71,457+105.2% |
| Participation rate | 98.6% | 75.7%+22.9pp | 81.9%+16.6pp | 67.9%+30.6pp |
| Annual return | 16.69% | 29.90%-13.2pp | 68.23%-51.5pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,408 | $3,703-35.0% | $4,856-50.4% | $2,588-7.0% |
| Participant deferral / active EE | $6,649 | $7,092-6.2% | $7,758-14.3% | $4,289+55.0% |
| Admin fee / account holder | $293 | $1,266-76.9% | $10,762-97.3% | $1,587-81.6% |