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 LLC3 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $28,868 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,825 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,563 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,056 | $96,018-42.7% | $65,493-15.9% | $85,563-35.7% |
| Participation rate | 68.0% | 74.8%-6.8pp | 73.1%-5.1pp | 66.0%+2.0pp |
| Annual return | 17.07% | 14.51%+2.6pp | 982.45%-965.4pp | 31.51%-14.4pp |
| Employer contribution / active EE | $480 | $3,235-85.2% | $2,574-81.3% | $2,654-81.9% |
| Participant deferral / active EE | $2,060 | $4,055-49.2% | $3,961-48.0% | $4,375-52.9% |
| Admin fee / account holder | $154 | $271-43.3% | $5,028-96.9% | $834-81.6% |