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 INC6 years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $73,040 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $40,589 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,145 |
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 | $133,852 | $100,923+32.6% | $150,045-10.8% | $74,304+80.1% |
| Participation rate | 97.4% | 70.1%+27.3pp | 82.3%+15.1pp | 60.3%+37.1pp |
| Annual return | 24.95% | 51.77%-26.8pp | 62.55%-37.6pp | 29.43%-4.5pp |
| Employer contribution / active EE | $10,273 | $3,463+196.6% | $4,693+118.9% | $2,241+358.4% |
| Participant deferral / active EE | $18,595 | $6,709+177.1% | $7,997+132.5% | $3,767+393.6% |
| Admin fee / account holder | $581 | $2,767-79.0% | $13,435-95.7% | $2,969-80.4% |