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) | $49,980 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,272 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $3,025 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,907 |
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 | $85,954 | $101,499-15.3% | $147,005-41.5% | $74,546+15.3% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 14.90% | 8732.34%-8717.4pp | 418.76%-403.9pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $2,883 | $3,811-24.4% | $4,934-41.6% | $2,624+9.8% |
| Participant deferral / active EE | $4,851 | $7,304-33.6% | $8,070-39.9% | $4,347+11.6% |
| Admin fee / account holder | $349 | $1,748-80.0% | $13,006-97.3% | $1,944-82.0% |