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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,920 |
CETERA ADVISOR NETWORKS LLC10+ years Filed as: CETERA ADVISORS LLC Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 90245 | Other Commissions | $15,725 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $6,130 |
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 | $84,049 | $80,724+4.1% | $103,333-18.7% | $74,495+12.8% |
| Participation rate | 92.8% | 65.7%+27.1pp | 74.5%+18.2pp | 67.2%+25.6pp |
| Annual return | 13.77% | 27.56%-13.8pp | 24.88%-11.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $6,281 | $3,157+98.9% | $3,868+62.4% | $2,623+139.5% |
| Participant deferral / active EE | $4,246 | $3,860+10.0% | $5,057-16.0% | $4,346-2.3% |
| Admin fee / account holder | $311 | $2,368-86.9% | $8,355-96.3% | $1,942-84.0% |