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 5-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 |
|---|---|---|
Service code 13 · EIN 62-1757444 | Contract Administrator | $27,870 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $27,498 |
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 99 7755 3RD ST N · OAKDALE, MN 55128 | Other Fees | $7,716 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,451 | $106,028-53.4% | $146,958-66.3% | $77,643-36.3% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.2pp | 70.6%+25.7pp |
| Annual return | 21.58% | 56.73%-35.2pp | 418.34%-396.8pp | 31.24%-9.7pp |
| Employer contribution / active EE | $3,757 | $4,063-7.5% | $4,933-23.8% | $2,726+37.8% |
| Participant deferral / active EE | $6,658 | $7,990-16.7% | $8,070-17.5% | $4,647+43.3% |
| Admin fee / account holder | $62 | $337-81.7% | $12,998-99.5% | $430-85.6% |