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 INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,045 |
OSAIC WEALTH INC2 years Filed as: OSAIC ADVISORY SERVICES LLC Service code 27 20 E. THOMAS RD, · PHOENIX, AZ 85012 | Advisory (Plan) | $45,962 |
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $29,331 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,800 | $87,870-9.2% | $113,168-29.5% | $74,304+7.4% |
| Participation rate | 98.5% | 70.7%+27.8pp | 76.6%+22.0pp | 60.3%+38.2pp |
| Annual return | 9.64% | 26.44%-16.8pp | 24.27%-14.6pp | 29.43%-19.8pp |
| Employer contribution / active EE | $3,939 | $2,277+73.0% | $2,975+32.4% | $2,241+75.8% |
| Participant deferral / active EE | $4,785 | $4,241+12.8% | $5,107-6.3% | $3,767+27.0% |
| Admin fee / account holder | $386 | $3,368-88.6% | $12,068-96.8% | $2,969-87.0% |