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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,796 |
PROSPERA FINANCIAL SERVICES5 years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 27 5429 LBJ FREEWAY, STE 750 · DALLAS, TX 75240 | Advisory (Plan) | $20,000 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $6,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,298 | $79,184+20.4% | $102,438-7.0% | $74,546+27.8% |
| Participation rate | 97.9% | 74.8%+23.1pp | 76.5%+21.4pp | 67.2%+30.7pp |
| Annual return | 17.00% | 54.95%-38.0pp | 29.37%-12.4pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $1,767 | $2,362-25.2% | $3,024-41.6% | $2,624-32.7% |
| Participant deferral / active EE | $4,586 | $4,414+3.9% | $5,054-9.3% | $4,347+5.5% |
| Admin fee / account holder | $245 | $2,001-87.7% | $9,448-97.4% | $1,944-87.4% |