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 15 · EIN 35-0145825 | Recordkeeping | $58,371 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $4,335 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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 | $95,618 | $68,914+38.7% | $136,749-30.1% | $74,304+28.7% |
| Participation rate | 96.1% | 51.3%+44.7pp | 72.1%+24.0pp | 60.3%+35.7pp |
| Annual return | 16.91% | 16.34%+0.6pp | 24.33%-7.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $4,546 | $1,561+191.2% | $3,400+33.7% | $2,241+102.9% |
| Participant deferral / active EE | $8,208 | $2,541+223.0% | $4,692+74.9% | $3,767+117.9% |
| Admin fee / account holder | $11 | $3,149-99.7% | $11,386-99.9% | $2,969-99.6% |