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 LLC9+ years Filed as: CETERA ADVISORS LLC Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $29,799 |
FRANK RIMERMAN & CO LLP5 years Service code 10 1801 PAGE MILL ROAD · PALO ALTO, CA 94304 | Accounting | $13,650 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,493 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,205 |
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.
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 | $115,187 | $100,227+14.9% | $169,993-32.2% | $74,419+54.8% |
| Participation rate | 53.3% | 87.3%-34.0pp | 87.0%-33.7pp | 70.7%-17.4pp |
| Annual return | 19.69% | 66.08%-46.4pp | 53.37%-33.7pp | 34.38%-14.7pp |
| Employer contribution / active EE | $0 | $4,263-100.0% | $6,785-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,553 | $7,143-22.3% | $10,408-46.6% | $4,528+22.6% |
| Admin fee / account holder | $236 | $234+0.6% | $12,815-98.2% | $348-32.2% |