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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,056 |
SECURITIES AMERICA INC2 years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $31,798 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $22,754 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,352 | $80,724+57.8% | $103,333+23.2% | $74,495+71.0% |
| Participation rate | 93.9% | 65.7%+28.2pp | 74.5%+19.4pp | 67.2%+26.7pp |
| Annual return | 25.26% | 27.56%-2.3pp | 24.88%+0.4pp | 1364.94%-1339.7pp |
| Employer contribution / active EE | $8,554 | $3,157+170.9% | $3,868+121.2% | $2,623+226.1% |
| Participant deferral / active EE | $6,959 | $3,860+80.3% | $5,057+37.6% | $4,346+60.1% |
| Admin fee / account holder | $237 | $2,368-90.0% | $8,355-97.2% | $1,942-87.8% |