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 | $31,468 |
CETERA ADVISOR NETWORKS LLC9+ years Filed as: CETERA ADVISORS LLC Service code 27 2301 ROSECRANS AVE SUITE 5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $15,540 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,171 |
Filed as: CETERA INVESTMNET ADVISERS LLC Service code 27 200 N. PACIFIC COAST HWY SUITE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $11,181 |
HICKS PENSION SERVICES9+ years Filed as: QUALIFIED SERVICES, INC. DBA HICKS Service code 13 · EIN 77-0155091 PENSION SERVICES · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $2,350 |
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 | $132,724 | $54,517+143.5% | $75,972+74.7% | $74,495+78.2% |
| Participation rate | 73.8% | 60.3%+13.5pp | 69.1%+4.8pp | 67.2%+6.6pp |
| Annual return | 23.89% | 31.82%-7.9pp | 359.55%-335.7pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $3,132 | $1,777+76.3% | $2,685+16.7% | $2,623+19.4% |
| Participant deferral / active EE | $9,116 | $3,066+197.4% | $4,255+114.2% | $4,346+109.8% |
| Admin fee / account holder | $499 | $2,229-77.6% | $6,467-92.3% | $1,942-74.3% |