See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC3 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $48,592 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,609 |
NPPG1 year Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 13 494 SYCAMORE AVE. SUITE 100 · SHREWSBURY, NJ 07702 | Contract Administrator | $2,000 |
Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $350 |
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 | $57,473 | $100,923-43.1% | $150,045-61.7% | $74,304-22.7% |
| Participation rate | 94.8% | 70.1%+24.7pp | 82.3%+12.5pp | 60.3%+34.5pp |
| Annual return | 21.28% | 51.77%-30.5pp | 62.55%-41.3pp | 29.43%-8.1pp |
| Employer contribution / active EE | $6,240 | $3,463+80.2% | $4,693+33.0% | $2,241+178.4% |
| Participant deferral / active EE | $9,384 | $6,709+39.9% | $7,997+17.3% | $3,767+149.1% |
| Admin fee / account holder | $304 | $2,767-89.0% | $13,435-97.7% | $2,969-89.8% |