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 |
|---|---|---|
MARION & BLACK, LLC1 year Filed as: MARION AND BLACK LLC Service code 10 1200 E HIGH ST STE 308 · POTTSTOWN, PA 19464 | Accounting | $15,115 |
SECURITIES AMERICA INC5 years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $10,321 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $7,089 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $4,671 |
Filed as: EMPOWER FINANCIAL SERVICES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,666 | $55,415+106.9% | $155,509-26.3% | $74,495+53.9% |
| Participation rate | 94.3% | 61.9%+32.4pp | 78.2%+16.1pp | 67.2%+27.1pp |
| Annual return | 12.93% | 268.50%-255.6pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,661 | $2,267+17.4% | $4,672-43.0% | $2,623+1.5% |
| Participant deferral / active EE | $4,306 | $2,836+51.8% | $5,626-23.5% | $4,346-0.9% |
| Admin fee / account holder | $74 | $1,738-95.8% | $15,912-99.5% | $1,942-96.2% |