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 |
|---|---|---|
Service code 55 5707 SW PKWY BLDG 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $7,281 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 55 10 EXCHANGE PLACE, STE. 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $7,281 |
QUALIFIED PLANS, LLC7 years Filed as: QUALIFIED SERVICES, INC. DBA Service code 13 HICKS PENSION SERVICES · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $3,750 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET, 23RD FLOOR · DENVER E, CO 80202 | Other Fees | $1,118 |
Filed as: EMPOWER ASSETS GROUP LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $868 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,950 | $54,701-19.7% | $86,188-49.0% | $71,457-38.5% |
| Participation rate | 56.1% | 60.1%-4.0pp | 69.0%-12.9pp | 67.9%-11.9pp |
| Annual return | 25.35% | 20.06%+5.3pp | 1168.45%-1143.1pp | 28.85%-3.5pp |
| Employer contribution / active EE | $522 | $1,265-58.7% | $2,380-78.1% | $2,588-79.8% |
| Participant deferral / active EE | $3,973 | $3,108+27.8% | $3,985-0.3% | $4,289-7.4% |
| Admin fee / account holder | $40 | $1,922-97.9% | $6,852-99.4% | $1,587-97.5% |