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 LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 | Advisory (Plan) | $29,447 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,675 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $773 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 | Investment Management | $338 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,705 | $91,762-51.3% | $67,502-33.8% | $77,643-42.4% |
| Participation rate | 71.1% | 75.9%-4.8pp | 72.9%-1.8pp | 70.6%+0.5pp |
| Annual return | 13.34% | 14.87%-1.5pp | 3512.12%-3498.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $530 | $3,181-83.3% | $2,731-80.6% | $2,726-80.5% |
| Participant deferral / active EE | $2,018 | $3,903-48.3% | $4,000-49.6% | $4,647-56.6% |
| Admin fee / account holder | $123 | $176-30.0% | $3,998-96.9% | $430-71.4% |