See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $33,785 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,864 |
UNITED BENEFIT PENSIONS INC.6 years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $10,437 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,773 | $91,762-75.2% | $67,502-66.3% | $77,643-70.7% |
| Participation rate | 58.6% | 75.9%-17.3pp | 72.9%-14.3pp | 70.6%-12.0pp |
| Annual return | 16.47% | 14.87%+1.6pp | 3512.12%-3495.7pp | 31.24%-14.8pp |
| Employer contribution / active EE | $1,192 | $3,181-62.5% | $2,731-56.4% | $2,726-56.3% |
| Participant deferral / active EE | $2,980 | $3,903-23.7% | $4,000-25.5% | $4,647-35.9% |
| Admin fee / account holder | $106 | $176-40.0% | $3,998-97.4% | $430-75.5% |