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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,450 |
OSAIC WEALTH INC2 years Filed as: OSAIC INSTITUTIONS, INC. Service code 55 | Other Commissions | $31,911 |
OSAIC WEALTH INC1 year Filed as: OSAIC INSTITUIONS INC. Service code 55 538 PRESTON AVE · MERIDEN, CT 064504858 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,920 | $87,870-36.4% | $113,168-50.6% | $74,304-24.7% |
| Participation rate | 49.3% | 70.7%-21.4pp | 76.6%-27.2pp | 60.3%-11.0pp |
| Annual return | 14.80% | 26.44%-11.6pp | 24.27%-9.5pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,588 | $2,277-30.2% | $2,975-46.6% | $2,241-29.1% |
| Participant deferral / active EE | $2,853 | $4,241-32.7% | $5,107-44.1% | $3,767-24.3% |
| Admin fee / account holder | $325 | $3,368-90.4% | $12,068-97.3% | $2,969-89.1% |