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 7-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 Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $12,915 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $7,870 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,277 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,306 | $40,385-15.1% | $80,569-57.4% | $74,419-53.9% |
| Participation rate | 45.3% | 47.4%-2.1pp | 67.0%-21.7pp | 70.7%-25.4pp |
| Annual return | 29.18% | 164.85%-135.7pp | 935.43%-906.2pp | 34.38%-5.2pp |
| Employer contribution / active EE | $2,156 | $1,496+44.1% | $2,723-20.8% | $2,637-18.3% |
| Participant deferral / active EE | $4,266 | $2,674+59.5% | $4,447-4.1% | $4,528-5.8% |
| Admin fee / account holder | $185 | $720-74.3% | $5,377-96.6% | $348-46.9% |