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 INC4+ years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $35,586 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $18,834 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER, KAPLAN, ARASE LLP Service code 99 3900 W ALAMEDA STE 2400 · BURBANK, CA 91505 | Other Fees | $14,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $324 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,694 | $86,929+141.2% | $102,423+104.7% | $80,856+159.3% |
| Participation rate | 74.2% | 72.4%+1.8pp | 76.5%-2.3pp | 67.6%+6.6pp |
| Annual return | 16.22% | 18.88%-2.7pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,229 | $2,369-48.1% | $3,023-59.4% | $2,755-55.4% |
| Participant deferral / active EE | $9,680 | $4,118+135.0% | $5,053+91.6% | $4,296+125.3% |
| Admin fee / account holder | $117 | $8,049-98.6% | $9,451-98.8% | $6,918-98.3% |