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 4-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,653 |
SECURITIES AMERICA INC4+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $13,792 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $7,763 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,981 |
LECLERC FOODS USA INC1 year Service code 99 44 PARK DR · MONTGOMERY, PA 17752 | Other Fees | $2,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,621 | $117,025-66.1% | $91,541-56.7% | $85,563-53.7% |
| Participation rate | 42.4% | 64.2%-21.8pp | 69.8%-27.4pp | 66.0%-23.6pp |
| Annual return | 19.27% | 18.02%+1.2pp | 20.50%-1.2pp | 31.51%-12.2pp |
| Employer contribution / active EE | $1,007 | $2,120-52.5% | $2,505-59.8% | $2,654-62.1% |
| Participant deferral / active EE | $1,879 | $3,446-45.5% | $4,008-53.1% | $4,375-57.1% |
| Admin fee / account holder | $203 | $1,242-83.7% | $6,956-97.1% | $834-75.7% |