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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS Service code 27 · EIN 95-3845382 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $24,425 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,956 |
PRACTICAL AUDIT SOLUTIONS4 years Service code 99 · EIN 84-4115369 PO BOX 3036 · LAWTON, OK 73502 | Other Fees | $10,000 |
PASI, LLC4 years Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $5,357 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,076 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,419 | $76,670-39.5% | $96,683-52.0% | $71,457-35.0% |
| Participation rate | 74.1% | 66.6%+7.5pp | 74.3%-0.3pp | 67.9%+6.1pp |
| Annual return | 20.24% | 48.29%-28.1pp | 35.69%-15.5pp | 28.85%-8.6pp |
| Employer contribution / active EE | $1,179 | $3,031-61.1% | $3,737-68.4% | $2,588-54.4% |
| Participant deferral / active EE | $3,371 | $3,771-10.6% | $4,878-30.9% | $4,289-21.4% |
| Admin fee / account holder | $351 | $2,028-82.7% | $6,730-94.8% | $1,587-77.9% |