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 | $83,858 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 55 | Other Commissions | $67,003 |
SIKICH LLP1 year Filed as: SIKICH CPA, LLC Service code 10 17335 GOLF PARKWAY STE 500 · BROOKFIELD, WI 53045 | Accounting | $11,500 |
Service code 99 6737 W WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $10,300 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES, Service code 55 INC. · OAKDALE, MN 55128 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,702 | $130,194+90.3% | $169,993+45.7% | $71,457+246.6% |
| Participation rate | 95.4% | 86.1%+9.2pp | 87.0%+8.4pp | 67.9%+27.5pp |
| Annual return | 16.04% | 20.37%-4.3pp | 53.37%-37.3pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,919 | $4,381-33.4% | $6,785-57.0% | $2,588+12.8% |
| Participant deferral / active EE | $10,571 | $6,923+52.7% | $10,408+1.6% | $4,289+146.5% |
| Admin fee / account holder | $588 | $966-39.1% | $12,815-95.4% | $1,587-63.0% |