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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC8+ years Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $42,249 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,519 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,856 |
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 | $56,055 | $71,142-21.2% | $119,609-53.1% | $64,808-13.5% |
| Participation rate | 82.9% | 78.6%+4.3pp | 79.3%+3.6pp | 71.5%+11.4pp |
| Annual return | -13.64% | -10.01%-3.6pp | -14.97%+1.3pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,123 | $2,497-55.0% | $4,232-73.5% | $2,506-55.2% |
| Participant deferral / active EE | $2,730 | $4,490-39.2% | $5,602-51.3% | $4,310-36.7% |
| Admin fee / account holder | $244 | $162+50.8% | $10,323-97.6% | $188+30.1% |