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 INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $68,225 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,407 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,933 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,125 | $95,274+59.7% | $135,903+11.9% | $74,419+104.4% |
| Participation rate | 79.4% | 78.2%+1.2pp | 81.9%-2.5pp | 70.7%+8.7pp |
| Annual return | 17.99% | 32.77%-14.8pp | 68.23%-50.2pp | 34.38%-16.4pp |
| Employer contribution / active EE | $2,162 | $3,874-44.2% | $4,856-55.5% | $2,637-18.0% |
| Participant deferral / active EE | $8,522 | $7,782+9.5% | $7,758+9.9% | $4,528+88.2% |
| Admin fee / account holder | $291 | $266+9.3% | $10,762-97.3% | $348-16.4% |