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) | $29,476 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $5,987 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,906 |
PENSYS, INC.9 years Filed as: PENSYS INC Service code 99 2440 PROFESSIONAL DR STE 100 · ROSEVILLE, CA 95661 | Other Fees | $1,300 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,432 | $87,870+8.6% | $113,168-15.7% | $74,304+28.4% |
| Participation rate | 62.1% | 70.7%-8.6pp | 76.6%-14.5pp | 60.3%+1.8pp |
| Annual return | 9.66% | 26.44%-16.8pp | 24.27%-14.6pp | 29.43%-19.8pp |
| Employer contribution / active EE | $2,264 | $2,277-0.6% | $2,975-23.9% | $2,241+1.0% |
| Participant deferral / active EE | $3,391 | $4,241-20.0% | $5,107-33.6% | $3,767-10.0% |
| Admin fee / account holder | $57 | $3,368-98.3% | $12,068-99.5% | $2,969-98.1% |