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 | $7,758 |
OSAIC WEALTH INC1 year Filed as: OSAIC WELATH INC Service code 55 | Other Commissions | $1,865 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Advisory (Plan) | $500 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $365 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
Participant 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,779 | $80,717-74.3% | $154,803-86.6% | $84,808-75.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.56% | 37.96%-27.4pp | 58.88%-48.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $721 | $2,761-73.9% | $4,305-83.3% | $2,631-72.6% |
| Participant deferral / active EE | $825 | $3,303-75.0% | $5,540-85.1% | $4,212-80.4% |
| Admin fee / account holder | $1,109 | $6,746-83.6% | $14,329-92.3% | $7,344-84.9% |