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 INC4 years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $88,775 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,398 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,351 | $61,272+54.0% | $149,673-37.0% | $71,457+32.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.00% | 35.85%-18.8pp | 134.42%-117.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $10,792 | $2,378+353.7% | $4,818+124.0% | $2,588+317.1% |
| Participant deferral / active EE | $21,141 | $2,917+624.7% | $5,680+272.2% | $4,289+392.9% |
| Admin fee / account holder | $373 | $1,261-70.5% | $13,210-97.2% | $1,587-76.5% |