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 INC1 year Filed as: OSAIC WEALTH, INC. Service code 55 | Other Commissions | $11,291 |
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,303 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PL STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,311 | $40,385-15.0% | $80,569-57.4% | $74,419-53.9% |
| Participation rate | 79.3% | 47.4%+31.9pp | 67.0%+12.3pp | 70.7%+8.6pp |
| Annual return | 30.28% | 164.85%-134.6pp | 935.43%-905.2pp | 34.38%-4.1pp |
| Employer contribution / active EE | $2,771 | $1,496+85.2% | $2,723+1.7% | $2,637+5.0% |
| Participant deferral / active EE | $4,576 | $2,674+71.1% | $4,447+2.9% | $4,528+1.1% |
| Admin fee / account holder | $12 | $720-98.3% | $5,377-99.8% | $348-96.6% |