See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $41,550 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,902 |
Annual investment return 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 | $115,727 | $73,933+56.5% | $96,683+19.7% | $75,163+54.0% |
| Participation rate | 88.7% | 66.4%+22.2pp | 74.3%+14.3pp | 67.2%+21.5pp |
| Annual return | 10.22% | 26.70%-16.5pp | 35.69%-25.5pp | 160.62%-150.4pp |
| Employer contribution / active EE | $14,490 | $2,928+394.9% | $3,737+287.8% | $2,670+442.7% |
| Participant deferral / active EE | $6,383 | $3,659+74.5% | $4,878+30.8% | $4,125+54.7% |
| Admin fee / account holder | $227 | $5,216-95.7% | $6,730-96.6% | $5,651-96.0% |