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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 LLC8+ years Filed as: CETERA ADVISORS LLC Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $32,772 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,277 |
FRANK RIMERMAN & CO LLP4 years Service code 10 1801 PAGE MILL ROAD · PALO ALTO, CA 94304 | Accounting | $5,125 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,038 | $86,897+2.5% | $151,611-41.3% | $64,808+37.4% |
| Participation rate | 50.9% | 87.3%-36.4pp | 87.5%-36.6pp | 71.5%-20.6pp |
| Annual return | -19.49% | -3.57%-15.9pp | 3.33%-22.8pp | 32.82%-52.3pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,166-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,783 | $6,690-13.6% | $8,363-30.9% | $4,310+34.2% |
| Admin fee / account holder | $107 | $153-30.2% | $11,616-99.1% | $188-43.1% |