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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,988 |
CETERA ADVISOR NETWORKS LLC8+ years Filed as: CETERA ADVISORS LLC Service code 27 2301 ROSECRANS AVE SUITE 5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $24,891 |
HICKS PENSION SERVICES8+ years Filed as: QUALIFIED SERVICES, INC. DBA HICKS Service code 13 · EIN 77-0155091 PENSION SERVICES · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $1,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,927 | $51,045+121.2% | $70,515+60.1% | $71,457+58.0% |
| Participation rate | 74.1% | 59.4%+14.7pp | 68.3%+5.8pp | 67.9%+6.2pp |
| Annual return | 12.57% | 42.63%-30.1pp | 32.77%-20.2pp | 28.85%-16.3pp |
| Employer contribution / active EE | $2,557 | $1,790+42.8% | $2,973-14.0% | $2,588-1.2% |
| Participant deferral / active EE | $8,013 | $3,026+164.8% | $4,567+75.5% | $4,289+86.8% |
| Admin fee / account holder | $374 | $1,994-81.2% | $6,412-94.2% | $1,587-76.4% |