See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $31,748 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,255 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,515 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,499 | $96,484+52.9% | $156,263-5.6% | $74,304+98.5% |
| Participation rate | 78.4% | 67.7%+10.7pp | 78.9%-0.5pp | 60.3%+18.1pp |
| Annual return | 15.20% | 17.73%-2.5pp | 59.47%-44.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $2,452 | $2,528-3.0% | $4,333-43.4% | $2,241+9.4% |
| Participant deferral / active EE | $3,948 | $4,286-7.9% | $6,158-35.9% | $3,767+4.8% |
| Admin fee / account holder | $536 | $3,728-85.6% | $14,255-96.2% | $2,969-81.9% |