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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,416 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $36,554 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,246 | $101,317+14.7% | $146,958-20.9% | $74,495+56.0% |
| Participation rate | 65.1% | 75.5%-10.4pp | 82.2%-17.0pp | 67.2%-2.1pp |
| Annual return | 15.76% | 8730.91%-8715.1pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,699 | $3,810-55.4% | $4,933-65.5% | $2,623-35.2% |
| Participant deferral / active EE | $9,537 | $7,303+30.6% | $8,070+18.2% | $4,346+119.5% |
| Admin fee / account holder | $346 | $1,739-80.1% | $12,998-97.3% | $1,942-82.2% |