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 LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $42,271 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,360 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,327 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,945 | $89,436-34.1% | $164,813-64.2% | $77,643-24.1% |
| Participation rate | 70.1% | 78.6%-8.5pp | 78.6%-8.5pp | 70.6%-0.4pp |
| Annual return | 12.06% | 28.83%-16.8pp | 69.93%-57.9pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,524 | $2,569-40.7% | $4,341-64.9% | $2,726-44.1% |
| Participant deferral / active EE | $2,890 | $4,897-41.0% | $6,031-52.1% | $4,647-37.8% |
| Admin fee / account holder | $253 | $339-25.5% | $12,690-98.0% | $430-41.2% |