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.
| Provider | Service type | Compensation |
|---|---|---|
OCTAVIA WEALTH ADVISORS LLC1+ years Filed as: OCTAVIA WEALTH ADVISORS Service code 99 · EIN 84-5016689 | Other Fees | $136,889 |
PURSHE KAPLAN STERLING INV1+ years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 55 80 STATE ST · ALBANY, NY 12207 | Other Commissions | $5,439 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $730 |
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 | $111,197 | $44,897+147.7% | $84,966+30.9% | $199,593-44.3% |
| Participation rate | 30.6% | 45.7%-15.2pp | 67.5%-36.9pp | 72.0%-41.4pp |
| Annual return | 27.39% | 20.96%+6.4pp | 66.38%-39.0pp | 34.25%-6.9pp |
| Employer contribution / active EE | $526 | $1,365-61.5% | $2,727-80.7% | $3,034-82.7% |
| Participant deferral / active EE | $2,085 | $2,668-21.9% | $4,519-53.9% | $5,087-59.0% |
| Admin fee / account holder | $503 | $584-13.8% | $6,149-91.8% | $269+87.3% |