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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,148 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $16,507 |
BONADIO & CO., LLP5 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $12,203 |
Service code 13 361 WELLINGTON ROAD · MINEOLA, NY 11501 | Contract Administrator | $6,250 |
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 | $47,510 | $65,557-27.5% | $64,056-25.8% | $71,457-33.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 16.36% | 18.94%-2.6pp | 33.69%-17.3pp | 28.85%-12.5pp |
| Employer contribution / active EE | $7,143 | $2,669+167.6% | $2,747+160.1% | $2,588+176.0% |
| Participant deferral / active EE | $3,179 | $3,626-12.3% | $3,880-18.1% | $4,289-25.9% |
| Admin fee / account holder | $378 | $616-38.6% | $3,068-87.7% | $1,587-76.2% |