See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $101,800 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA Service code 55 | Other Commissions | $38,633 |
Service code 13 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,897 |
Service code 13 2699 STIRLING ROAD, SUITE A200 · FT. LAUDERDALE, FL 33312 | Contract Administrator | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: SECURITIES AMERICAN INC. Service code 55 12325 PORT GRACE BLVD · LA VISTE, NE 68103 | Other Commissions | $0 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 33 200 S 108 AVE · OMAHA, NE 68154 | Securities brokerage | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,579 | $65,061+73.0% | $143,757-21.7% | $66,914+68.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.42% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $6,855 | $2,361+190.4% | $4,951+38.5% | $2,544+169.5% |
| Participant deferral / active EE | $5,134 | $2,919+75.9% | $5,637-8.9% | $4,237+21.2% |
| Admin fee / account holder | $299 | $502-40.4% | $14,673-98.0% | $593-49.6% |