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 INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $108,849 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $54,587 |
Service code 13 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Contract Administrator | $13,241 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,121 | $59,402+46.7% | $93,654-7.0% | $74,546+16.9% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 13.27% | 81.86%-68.6pp | 133.34%-120.1pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $2,887 | $1,265+128.3% | $2,421+19.3% | $2,624+10.0% |
| Participant deferral / active EE | $5,590 | $3,049+83.4% | $4,413+26.7% | $4,347+28.6% |
| Admin fee / account holder | $442 | $3,023-85.4% | $8,282-94.7% | $1,944-77.2% |