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 9-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 INC2 years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $19,248 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,919 |
Service code 99 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Fees | $3,437 |
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 | $39,711 | $46,292-14.2% | $143,757-72.4% | $64,808-38.7% |
| Participation rate | 49.3% | 64.2%-14.9pp | 80.3%-31.0pp | 71.5%-22.2pp |
| Annual return | 0.20% | -10.05%+10.2pp | -0.04%+0.2pp | 32.82%-32.6pp |
| Employer contribution / active EE | $727 | $1,910-61.9% | $4,951-85.3% | $2,506-71.0% |
| Participant deferral / active EE | $1,196 | $2,646-54.8% | $5,637-78.8% | $4,310-72.3% |
| Admin fee / account holder | $140 | $154-9.0% | $14,673-99.0% | $188-25.5% |