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 Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $34,045 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,584 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,900 | $45,031+8.6% | $84,966-42.4% | $77,643-37.0% |
| Participation rate | 57.9% | 48.7%+9.2pp | 67.5%-9.6pp | 70.6%-12.7pp |
| Annual return | 77.18% | 79.22%-2.0pp | 66.38%+10.8pp | 31.24%+45.9pp |
| Employer contribution / active EE | $2,779 | $1,609+72.7% | $2,727+1.9% | $2,726+2.0% |
| Participant deferral / active EE | $5,606 | $2,807+99.7% | $4,519+24.0% | $4,647+20.6% |
| Admin fee / account holder | $261 | $912-71.4% | $6,149-95.8% | $430-39.4% |