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 INC2 years Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $30,112 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,445 |
UNITED BENEFIT PENSIONS INC.7 years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $12,457 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,723 | $67,984-65.1% | $65,493-63.8% | $74,304-68.1% |
| Participation rate | 65.9% | 66.3%-0.5pp | 73.1%-7.2pp | 60.3%+5.5pp |
| Annual return | 13.27% | 19.87%-6.6pp | 982.45%-969.2pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,473 | $2,491-40.9% | $2,574-42.8% | $2,241-34.3% |
| Participant deferral / active EE | $3,574 | $3,346+6.8% | $3,961-9.8% | $3,767-5.1% |
| Admin fee / account holder | $105 | $1,373-92.4% | $5,028-97.9% | $2,969-96.5% |