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 |
|---|---|---|
QUALIFIED PLANS, LLC8 years Filed as: QUALIFIED SERVICES, INC. DBA Service code 13 HICKS PENSION SERVICES · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $5,275 |
Filed as: EMPOWER ASSETS GROUP LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,792 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET, 23RD FLOOR · DENVER, CO 80202 | Other Fees | $1,613 |
Service code 55 5707 SW PKWY BLDG 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $0 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 55 10 EXCHANGE PLACE, STE. 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
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 | $48,722 | $59,417-18.0% | $93,606-47.9% | $74,495-34.6% |
| Participation rate | 60.8% | 59.7%+1.2pp | 68.7%-7.9pp | 67.2%-6.4pp |
| Annual return | 14.55% | 81.83%-67.3pp | 133.20%-118.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $567 | $1,264-55.1% | $2,420-76.6% | $2,623-78.4% |
| Participant deferral / active EE | $4,527 | $3,050+48.4% | $4,411+2.6% | $4,346+4.2% |
| Admin fee / account holder | $61 | $3,021-98.0% | $8,285-99.3% | $1,942-96.8% |