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 INS. CO OF AMERICA Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,163 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 55 | Other Commissions | $67,030 |
SIKICH LLP2 years Service code 10 13400 BISHOP'S LANE STE 300 · BROOKFIELD, WI 53005 | Accounting | $10,024 |
Service code 99 6737 W WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $10,000 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES, Service code 55 INC. · CYPRESS, CA 90630 | Other Commissions | $0 |
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 | $235,319 | $102,553+129.5% | $151,611+55.2% | $66,914+251.7% |
| Participation rate | 97.0% | 85.5%+11.5pp | 87.5%+9.5pp | 69.8%+27.2pp |
| Annual return | -15.54% | -10.82%-4.7pp | 3.33%-18.9pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,583 | $4,180-38.2% | $6,166-58.1% | $2,544+1.5% |
| Participant deferral / active EE | $9,979 | $6,641+50.3% | $8,363+19.3% | $4,237+135.5% |
| Admin fee / account holder | $590 | $630-6.3% | $11,616-94.9% | $593-0.6% |