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 LLC3 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $55,440 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,070 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,641 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,462 | $100,923+49.1% | $150,045+0.3% | $74,304+102.5% |
| Participation rate | 99.3% | 70.1%+29.2pp | 82.3%+17.0pp | 60.3%+39.0pp |
| Annual return | 13.35% | 51.77%-38.4pp | 62.55%-49.2pp | 29.43%-16.1pp |
| Employer contribution / active EE | $5,253 | $3,463+51.7% | $4,693+11.9% | $2,241+134.4% |
| Participant deferral / active EE | $7,176 | $6,709+7.0% | $7,997-10.3% | $3,767+90.5% |
| Admin fee / account holder | $409 | $2,767-85.2% | $13,435-97.0% | $2,969-86.2% |