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) | $24,298 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,666 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,450 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,821 | $82,917-66.4% | $103,333-73.1% | $77,643-64.2% |
| Participation rate | 80.9% | 71.6%+9.3pp | 74.5%+6.4pp | 70.6%+10.3pp |
| Annual return | 14.14% | 19.13%-5.0pp | 24.88%-10.7pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,522 | $3,552-57.2% | $3,868-60.7% | $2,726-44.2% |
| Participant deferral / active EE | $2,061 | $4,108-49.8% | $5,057-59.2% | $4,647-55.6% |
| Admin fee / account holder | $182 | $638-71.5% | $8,355-97.8% | $430-57.7% |