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 5-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 |
|---|---|---|
SECURITIES AMERICA INC3+ years Service code 55 · EIN 58-1428634 | Other Commissions | $63,481 |
SCREENBEAM INC1 year Service code 99 220 DEVCON DR · SAN JOSE, CA 95112 | Other Fees | $26,750 |
PREMIER TRUST1 year Filed as: PREMIER TRUST INC Service code 99 4465 JONES BLVD · LAS VEGAS, NV 89103 | Other Fees | $2,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $712 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $107 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,056 | $80,968+142.1% | $96,544+103.1% | $75,163+160.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.92% | 27.06%-7.1pp | 25.84%-5.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,866 | $2,282-18.2% | $2,965-37.1% | $2,670-30.1% |
| Participant deferral / active EE | $13,435 | $3,928+242.0% | $4,851+177.0% | $4,125+225.7% |
| Admin fee / account holder | $72 | $6,724-98.9% | $8,252-99.1% | $5,651-98.7% |