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 INC1 year Service code 55 | Other Commissions | $95,629 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,019 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVCIES Service code 55 | Other Commissions | $13,976 |
GOLDEN GATE RETIREMENT CONSULTANTS10+ years Service code 13 · EIN 20-1734977 395 OYSTER POINT BLVD #400 · SOUTH SAN FRANCISCO, CA 94080 | Contract Administrator | $9,999 |
OSAIC WEALTH INC1 year Filed as: OSAIC WELTH Service code 55 10 EXCHANGE PLACE #1410 · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
WOODBURY FINANCIAL SERVICES5 years Filed as: WOODBURY FINANCIAL Service code 55 5665 PLAZA DR #350 · CYPRESS, CA 90630 | 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,259 | $101,317+14.7% | $146,958-20.9% | $74,495+56.1% |
| Participation rate | 62.4% | 75.5%-13.1pp | 82.2%-19.7pp | 67.2%-4.8pp |
| Annual return | 15.14% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,257 | $7,303+67.8% | $8,070+51.9% | $4,346+182.0% |
| Admin fee / account holder | $317 | $1,739-81.7% | $12,998-97.6% | $1,942-83.7% |