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 |
|---|---|---|
Filed as: WEALTHSHIELD PARTNERS, LLC Service code 27 2500 REGENCY PARKWAY · CARY, NC 27518 | Advisory (Plan) | $43,807 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,518 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,379 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD, STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $4,420 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,538 | $125,758-38.3% | $169,993-54.4% | $75,163+3.2% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.0%+10.6pp | 67.2%+30.4pp |
| Annual return | 15.71% | 27.20%-11.5pp | 53.37%-37.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,582 | $6,837-3.7% | $10,408-36.8% | $4,125+59.6% |
| Admin fee / account holder | $559 | $8,173-93.2% | $12,815-95.6% | $5,651-90.1% |