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 LLC9+ years Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $30,316 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,719 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $10,132 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,778 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,656 | $91,372-34.7% | $129,995-54.1% | $74,419-19.8% |
| Participation rate | 72.0% | 77.8%-5.8pp | 78.5%-6.4pp | 70.7%+1.3pp |
| Annual return | 15.75% | 23.21%-7.5pp | -137.18%+152.9pp | 34.38%-18.6pp |
| Employer contribution / active EE | $1,391 | $2,563-45.7% | $4,320-67.8% | $2,637-47.2% |
| Participant deferral / active EE | $2,681 | $4,721-43.2% | $5,820-53.9% | $4,528-40.8% |
| Admin fee / account holder | $236 | $283-16.9% | $10,614-97.8% | $348-32.3% |