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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,642 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 55 | Other Commissions | $22,446 |
INTAC ACTUARIAL SERVICES2 years Service code 13 50 TICE BLCD, SUITE 151 · WOODCLIFF LAKE, NJ 07677 | Contract Administrator | $10,489 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC Service code 55 10 EXCHANGE PLACE, SUITE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,062 | $45,343+19.2% | $150,298-64.0% | $67,986-20.5% |
| Participation rate | 97.4% | 51.9%+45.5pp | 77.8%+19.6pp | 57.2%+40.2pp |
| Annual return | 12.49% | 33.28%-20.8pp | 62.79%-50.3pp | 31.67%-19.2pp |
| Employer contribution / active EE | $3,117 | $1,462+113.2% | $4,154-25.0% | $2,019+54.4% |
| Participant deferral / active EE | $3,840 | $2,055+86.9% | $5,453-29.6% | $3,358+14.3% |
| Admin fee / account holder | $447 | $2,250-80.1% | $14,116-96.8% | $3,203-86.1% |