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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.
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORKS Service code 27 · EIN 95-3845382 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $28,429 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,329 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,320 |
PASI, LLC5 years Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $12,119 |
PRACTICAL AUDIT SOLUTIONS5 years Service code 99 · EIN 84-4115369 PO BOX 3036 · LAWTON, OK 73502 | Other Fees | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,486 | $80,724-46.1% | $103,333-57.9% | $74,495-41.6% |
| Participation rate | 81.0% | 65.7%+15.3pp | 74.5%+6.4pp | 67.2%+13.8pp |
| Annual return | 10.32% | 27.56%-17.2pp | 24.88%-14.6pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,252 | $3,157-60.4% | $3,868-67.6% | $2,623-52.3% |
| Participant deferral / active EE | $3,396 | $3,860-12.0% | $5,057-32.9% | $4,346-21.9% |
| Admin fee / account holder | $407 | $2,368-82.8% | $8,355-95.1% | $1,942-79.1% |