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) | $33,542 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $24,243 |
Filed as: SANSIVERI KIMBALL & CO LLP Service code 10 50 HOLDEN ST · PROVIDENCE, RI 02908 | Accounting | $19,400 |
FLEXPATH STRATEGIES, LLC3 years Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 VANTIS STE400 · ALISO VIEJO, CA 92656 | Other Fees | $13,974 |
Service code 99 513 BROADWAY · NEWPORT, RI 02840 | Other Fees | $240 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,088 | $119,446-25.4% | $150,045-40.6% | $85,563+4.1% |
| Participation rate | 98.8% | 75.4%+23.4pp | 82.3%+16.5pp | 66.0%+32.9pp |
| Annual return | 9.02% | 23.72%-14.7pp | 62.55%-53.5pp | 31.51%-22.5pp |
| Employer contribution / active EE | $2,449 | $4,078-40.0% | $4,693-47.8% | $2,654-7.7% |
| Participant deferral / active EE | $7,706 | $7,985-3.5% | $7,997-3.6% | $4,375+76.1% |
| Admin fee / account holder | $313 | $548-42.9% | $13,435-97.7% | $834-62.5% |