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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,731 |
QUINONES ARCHILLA5 years Service code 99 VILLAS DE CAPARRA ST C D6 · GUAYNABO, PR 00966 | Other Fees | $22,995 |
OSAIC WEALTH INC1 year Service code 55 | Other Commissions | $3,969 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $2,874 |
OSAIC WEALTH INC1 year Filed as: OSAIC FSINC Service code 55 | Other Commissions | $867 |
OSAIC WEALTH INC2 years Filed as: OSAIC FS INC Service code 55 P O BOX 2201 · AUSTIN, TX 46801 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,360 | $132,049-63.4% | $200,582-75.9% | $74,304-34.9% |
| Participation rate | 85.9% | 84.1%+1.9pp | 86.9%-1.0pp | 60.3%+25.6pp |
| Annual return | 10.41% | 22.22%-11.8pp | 42.33%-31.9pp | 29.43%-19.0pp |
| Employer contribution / active EE | $1,711 | $4,558-62.5% | $6,419-73.3% | $2,241-23.6% |
| Participant deferral / active EE | $2,027 | $7,213-71.9% | $9,331-78.3% | $3,767-46.2% |
| Admin fee / account holder | $465 | $2,405-80.7% | $16,305-97.1% | $2,969-84.3% |