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 | $42,044 |
CETERA ADVISOR NETWORKS LLC7 years Filed as: CETERA ADVISORS, LLC Service code 55 | Other Commissions | $18,891 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. Service code 13 | Contract Administrator | $3,839 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, PA 92101 | Contract Administrator | $0 |
Filed as: CE1TERA 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,578 | $46,292-23.1% | $143,757-75.3% | $64,808-45.1% |
| Participation rate | 20.9% | 64.2%-43.3pp | 80.3%-59.4pp | 71.5%-50.6pp |
| Annual return | -16.11% | -10.05%-6.1pp | -0.04%-16.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $282 | $1,910-85.2% | $4,951-94.3% | $2,506-88.7% |
| Participant deferral / active EE | $588 | $2,646-77.8% | $5,637-89.6% | $4,310-86.4% |
| Admin fee / account holder | $382 | $154+148.5% | $14,673-97.4% | $188+103.5% |