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: EMPOWER ANNUITY INSURANCE CO OF Service code 64 AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,553 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $25,004 |
Filed as: BLUE CHIP RETIREMENT PLANS INC Service code 13 · EIN 39-1974154 6737 W WASHINGTON ST · MILWAUKEE, WI 53214 | Contract Administrator | $9,984 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,641 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,603 | $100,923-22.1% | $150,045-47.6% | $74,304+5.8% |
| Participation rate | 82.0% | 70.1%+11.9pp | 82.3%-0.3pp | 60.3%+21.6pp |
| Annual return | 18.38% | 51.77%-33.4pp | 62.55%-44.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $2,956 | $3,463-14.6% | $4,693-37.0% | $2,241+31.9% |
| Participant deferral / active EE | $7,840 | $6,709+16.9% | $7,997-2.0% | $3,767+108.1% |
| Admin fee / account holder | $514 | $2,767-81.4% | $13,435-96.2% | $2,969-82.7% |