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 9-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 |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OASIC WEALTH INC. Service code 27 10 EXCHANGE PLACE STE. 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $11,967 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGW, CO 80111 | Recordkeeping Fees | $4,903 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68103 | Advisory (Plan) | $1,362 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $106 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,186 | $44,960-35.1% | $84,966-65.6% | $74,495-60.8% |
| Participation rate | 93.6% | 49.4%+44.3pp | 67.5%+26.1pp | 67.2%+26.4pp |
| Annual return | 8.98% | 26.24%-17.3pp | 66.38%-57.4pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $1,167 | $1,457-19.9% | $2,727-57.2% | $2,623-55.5% |
| Participant deferral / active EE | $1,914 | $2,731-29.9% | $4,519-57.7% | $4,346-56.0% |
| Admin fee / account holder | $100 | $2,209-95.5% | $6,149-98.4% | $1,942-94.9% |