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 Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $56,616 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,381 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,317 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $4,461 |
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 | $125,230 | $96,484+29.8% | $156,263-19.9% | $74,304+68.5% |
| Participation rate | 95.5% | 67.7%+27.8pp | 78.9%+16.6pp | 60.3%+35.1pp |
| Annual return | 19.22% | 17.73%+1.5pp | 59.47%-40.3pp | 29.43%-10.2pp |
| Employer contribution / active EE | $4,676 | $2,528+84.9% | $4,333+7.9% | $2,241+108.6% |
| Participant deferral / active EE | $8,875 | $4,286+107.1% | $6,158+44.1% | $3,767+135.6% |
| Admin fee / account holder | $491 | $3,728-86.8% | $14,255-96.6% | $2,969-83.5% |