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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $145,374 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $32,954 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $20,530 |
SETH & ASSOCIATES CPAS, PLLC1 year Service code 10 11757 KATY FREEWAY · HOUSTON, TX 77079 | Accounting | $9,567 |
OSAIC WEALTH INC2 years Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $6,052 |
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 | $76,350 | $119,446-36.1% | $150,045-49.1% | $85,563-10.8% |
| Participation rate | 84.8% | 75.4%+9.4pp | 82.3%+2.5pp | 66.0%+18.8pp |
| Annual return | 19.90% | 23.72%-3.8pp | 62.55%-42.6pp | 31.51%-11.6pp |
| Employer contribution / active EE | $2,688 | $4,078-34.1% | $4,693-42.7% | $2,654+1.3% |
| Participant deferral / active EE | $9,520 | $7,985+19.2% | $7,997+19.0% | $4,375+117.6% |
| Admin fee / account holder | $307 | $548-43.9% | $13,435-97.7% | $834-63.2% |