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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC9 years Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $41,415 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,756 |
Filed as: CALIFORNIA RETIREMENT PLANS INC. Service code 13 590 LENNON LANE SUITE 100 · WALNUT CREEK, CA 94598 | Contract Administrator | $21,010 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,017 | $80,731+87.1% | $103,374+46.1% | $74,546+102.6% |
| Participation rate | 95.4% | 65.7%+29.7pp | 74.5%+20.9pp | 67.2%+28.2pp |
| Annual return | 15.45% | 27.56%-12.1pp | 24.89%-9.4pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $2,667 | $3,158-15.6% | $3,869-31.1% | $2,624+1.6% |
| Participant deferral / active EE | $13,223 | $3,860+242.6% | $5,058+161.4% | $4,347+204.2% |
| Admin fee / account holder | $346 | $2,369-85.4% | $8,394-95.9% | $1,944-82.2% |