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 LLC3+ years Filed as: CETERA ADVISORS LLC Service code 55 200 N SEPULVEDA STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $17,589 |
Service code 27 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $4,630 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,250 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,405 | $81,537-37.0% | $149,718-65.7% | $69,631-26.2% |
| Participation rate | 49.3% | 86.1%-36.8pp | 87.1%-37.8pp | 70.7%-21.4pp |
| Annual return | 19.83% | 22.79%-3.0pp | 1501.63%-1481.8pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $80 | $3,239-97.5% | $5,445-98.5% | $2,032-96.1% |
| Participant deferral / active EE | $3,581 | $4,994-28.3% | $6,569-45.5% | $3,224+11.1% |
| Admin fee / account holder | $26 | $107-75.9% | $11,283-99.8% | $110-76.7% |