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 | $66,538 |
KOVACK SECURITIES INC4 years Service code 55 6451 N FEDERAL HWY STE 1201 · FORT LAUDERDALE, FL 33308 | Other Commissions | $31,562 |
FINANXIAL, CORP.2 years Filed as: FINANXIAL INVESTMENT ADVISORS CORP Service code 13 121 AVE DE DIEGO SAN FRANCISCO · SAN JUAN, PR 00927 | Contract Administrator | $4,380 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Advisory (Plan) | $3,215 |
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.
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 | $19,697 | $91,372-78.4% | $129,995-84.8% | $74,419-73.5% |
| Participation rate | 91.5% | 77.8%+13.7pp | 78.5%+13.0pp | 70.7%+20.7pp |
| Annual return | 11.88% | 23.21%-11.3pp | -137.18%+149.1pp | 34.38%-22.5pp |
| Employer contribution / active EE | $827 | $2,563-67.7% | $4,320-80.9% | $2,637-68.7% |
| Participant deferral / active EE | $1,371 | $4,721-71.0% | $5,820-76.4% | $4,528-69.7% |
| Admin fee / account holder | $172 | $283-39.4% | $10,614-98.4% | $348-50.6% |