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 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $67,038 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,592 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,555 | $86,944+32.9% | $107,525+7.5% | $74,304+55.5% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 12.57% | 23.52%-11.0pp | 181.32%-168.8pp | 29.43%-16.9pp |
| Employer contribution / active EE | $8,514 | $2,757+208.8% | $3,754+126.8% | $2,241+279.9% |
| Participant deferral / active EE | $7,153 | $3,554+101.2% | $5,116+39.8% | $3,767+89.9% |
| Admin fee / account holder | $224 | $3,727-94.0% | $8,919-97.5% | $2,969-92.5% |