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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,859 |
QUINONES ARCHILLA1 year Service code 99 VILLAS DE CAPARRA ST C D6 · GUAYNABO, PR 00966 | Other Fees | $775 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 13 | Contract Administrator | $694 |
PENSION SERVICES, INC.2+ years Service code 13 3150 SW 38TH AVE. · MIAMI, FL 33146 | Contract Administrator | $172 |
Service code 99 6300 BRIDGE POINT PKWY. · AUSTIN, TX 787305097 | Other Fees | $97 |
OSAIC WEALTH INC2+ years Filed as: OSAIC FS INC. Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $81 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,307 | $84,556-97.3% | $116,228-98.0% | $74,304-96.9% |
| Participation rate | 86.0% | 66.0%+20.0pp | 74.6%+11.4pp | 60.3%+25.7pp |
| Annual return | 24.45% | 18.35%+6.1pp | 90.06%-65.6pp | 29.43%-5.0pp |
| Employer contribution / active EE | $507 | $2,168-76.6% | $2,994-83.1% | $2,241-77.4% |
| Participant deferral / active EE | $571 | $3,814-85.0% | $4,953-88.5% | $3,767-84.8% |
| Admin fee / account holder | $58 | $3,792-98.5% | $11,989-99.5% | $2,969-98.1% |