See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,071 |
CETERA ADVISOR NETWORKS LLC9 years Filed as: CETERA ADVISORS, LLC Service code 55 | Other Commissions | $23,430 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC. Service code 13 | Contract Administrator | $4,729 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,625 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA ADVISORS LLC Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,364 | $50,815-32.4% | $155,509-77.9% | $77,643-55.7% |
| Participation rate | 27.1% | 63.1%-36.0pp | 78.2%-51.1pp | 70.6%-43.5pp |
| Annual return | 9.54% | 34.80%-25.3pp | 64.67%-55.1pp | 31.24%-21.7pp |
| Employer contribution / active EE | $414 | $1,993-79.2% | $4,672-91.1% | $2,726-84.8% |
| Participant deferral / active EE | $918 | $2,822-67.5% | $5,626-83.7% | $4,647-80.2% |
| Admin fee / account holder | $311 | $437-28.7% | $15,912-98.0% | $430-27.7% |