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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,757 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $10,037 |
FAMILY ASSET MANAGEMENT LLC6 years Service code 99 997 MORRISON DR., SUITE 401 · CHARLESTON, SC 29403 | Other Fees | $4,672 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,067 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,058 | $47,126-78.7% | $149,673-93.3% | $74,419-86.5% |
| Participation rate | 89.8% | 63.4%+26.4pp | 78.8%+11.1pp | 70.7%+19.1pp |
| Annual return | 16.09% | 22.75%-6.7pp | 134.42%-118.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,084 | $2,728-23.6% | $5,680-63.3% | $4,528-54.0% |
| Admin fee / account holder | $134 | $343-61.0% | $13,210-99.0% | $348-61.6% |