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 INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 | Advisory (Plan) | $17,107 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,447 |
Filed as: HENDERSON HUTCHERSON & MCCULLOUGH P Service code 99 1200 MARKET ST · CHATTANOOGA, TN 37402 | Other Fees | $2,841 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $2,305 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,974 | $55,472-74.8% | $155,567-91.0% | $74,546-81.3% |
| Participation rate | 91.2% | 61.9%+29.3pp | 78.2%+13.0pp | 67.2%+24.0pp |
| Annual return | 13.73% | 268.72%-255.0pp | 64.74%-51.0pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,021 | $2,838+6.5% | $5,628-46.3% | $4,347-30.5% |
| Admin fee / account holder | $125 | $1,743-92.8% | $15,916-99.2% | $1,944-93.6% |