See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC3 years Service code 99 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Fees | $249,064 |
CARON & BLETZER, PLLC8 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $9,434 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,746 | $57,831+181.4% | $82,389+97.5% | $85,563+90.2% |
| Participation rate | 89.0% | 55.0%+34.0pp | 69.5%+19.5pp | 66.0%+23.0pp |
| Annual return | 14.86% | 17.86%-3.0pp | 28.67%-13.8pp | 31.51%-16.7pp |
| Employer contribution / active EE | $4,481 | $1,643+172.8% | $2,517+78.0% | $2,654+68.9% |
| Participant deferral / active EE | $7,904 | $3,118+153.5% | $4,155+90.2% | $4,375+80.6% |
| Admin fee / account holder | $235 | $1,391-83.1% | $7,231-96.7% | $834-71.8% |