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 10-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 INS CO OF AMERICA Service code 64 | Recordkeeping Fees | $23,110 |
DOUGHERTY & COMPANY3 years Service code 10 500 N CENTRAL AVE STE 325 · GLENDALE, CA 91203 | Accounting | $9,900 |
Service code 27 | Advisory (Plan) | $8,571 |
Filed as: ONEAMERICA SECURITIES Service code 55 | Other Commissions | $6,542 |
Filed as: ONEAMERICA SECURITIES INC Service code 55 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,084 | $101,317+35.3% | $146,958-6.7% | $74,495+84.0% |
| Participation rate | 80.5% | 75.5%+5.0pp | 82.2%-1.6pp | 67.2%+13.3pp |
| Annual return | 17.85% | 8730.91%-8713.1pp | 418.34%-400.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,624 | $3,810-57.4% | $4,933-67.1% | $2,623-38.1% |
| Participant deferral / active EE | $3,638 | $7,303-50.2% | $8,070-54.9% | $4,346-16.3% |
| Admin fee / account holder | $240 | $1,739-86.2% | $12,998-98.2% | $1,942-87.6% |