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 |
|---|---|---|
CHICO WEALTH1 year Filed as: CHICO WEALTH RIA INC. DBA THE O'DON Service code 27 2571 CALIFORNIA PARK DR. · CHICO, CA 95926 | Advisory (Plan) | $42,890 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,816 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,722 | $101,317+34.9% | $146,958-7.0% | $74,495+83.5% |
| Participation rate | 90.5% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 14.62% | 8730.91%-8716.3pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $8,085 | $3,810+112.2% | $4,933+63.9% | $2,623+208.2% |
| Participant deferral / active EE | $11,001 | $7,303+50.6% | $8,070+36.3% | $4,346+153.2% |
| Admin fee / account holder | $376 | $1,739-78.4% | $12,998-97.1% | $1,942-80.6% |