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 8-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 |
|---|---|---|
LPL FINANCIAL3 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 2500 WILCREST DR 620 · HOUSTON, TX 77042 | Other Commissions | $23,795 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Advisory (Plan) | $5,111 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $960 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,397 | $37,393+128.4% | $77,024+10.9% | $66,914+27.6% |
| Participation rate | 78.9% | 52.9%+26.1pp | 67.9%+11.0pp | 69.8%+9.1pp |
| Annual return | -16.61% | -3.29%-13.3pp | 42.32%-58.9pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,955 | $1,531+93.0% | $2,812+5.1% | $2,544+16.1% |
| Participant deferral / active EE | $6,893 | $2,617+163.4% | $4,426+55.7% | $4,237+62.7% |
| Admin fee / account holder | $39 | $567-93.1% | $5,425-99.3% | $593-93.4% |