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 |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,450 |
CETERA ADVISOR NETWORKS LLC8 years Service code 55 | Other Commissions | $21,780 |
LILLING & COMPANY LLP2 years Filed as: LILLING & COMPANY LLP 10 CUTTER Service code 10 MILL RD STE 305 · GREAT NECK NY, NY 110213201 | Accounting | $15,385 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 | Contract Administrator | $11,905 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,045 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 320 W 57TH ST · NEW YORK, NY 10019 | Contract Administrator | $2,790 |
CETERA ADVISOR NETWORKS LLC7 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 55 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 902455760 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,238 | $102,317-7.9% | $146,958-35.9% | $80,856+16.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.92% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,354 | $6,644+40.8% | $8,070+15.9% | $4,296+117.7% |
| Admin fee / account holder | $349 | $7,941-95.6% | $12,998-97.3% | $6,918-95.0% |