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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,739 |
Filed as: STEWARD PARTNERS INVESTMENT ADVISOR Service code 27 140 EAST 45TH ST 36TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $6,875 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 201 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $85 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,397 | $60,022+167.2% | $88,946+80.3% | $84,808+89.1% |
| Participation rate | 87.3% | 57.8%+29.4pp | 68.8%+18.4pp | 68.3%+19.0pp |
| Annual return | 25.00% | 22.43%+2.6pp | 57.82%-32.8pp | 40.90%-15.9pp |
| Employer contribution / active EE | $2,257 | $1,703+32.5% | $2,555-11.7% | $2,631-14.2% |
| Participant deferral / active EE | $5,448 | $3,114+75.0% | $4,581+18.9% | $4,212+29.4% |
| Admin fee / account holder | $2,399 | $4,811-50.1% | $8,261-71.0% | $7,344-67.3% |