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 | $49,915+8.3% | $154,803-65.1% | $74,304-27.2% |
| Participation rate | 97.4% | 54.0%+43.4pp | 78.1%+19.3pp | 60.3%+37.0pp |
| Annual return | 12.49% | 34.06%-21.6pp | 58.88%-46.4pp | 29.43%-16.9pp |
| Employer contribution / active EE | $3,117 | $1,611+93.4% | $4,305-27.6% | $2,241+39.1% |
| Participant deferral / active EE | $3,840 | $2,255+70.3% | $5,540-30.7% | $3,767+1.9% |
| Admin fee / account holder | $447 | $2,189-79.6% | $14,329-96.9% | $2,969-85.0% |