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 | $47,027 |
PROSPERA FINANCIAL SERVICES6 years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 27 5429 LBJ FREEWAY, STE 750 · DALLAS, TX 75240 | Advisory (Plan) | $20,000 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 333 JOHN CARLYLE ST STE 500 · ALEXANDRIA, VA 22314 | Accounting | $13,520 |
BLUE CHIP RETIREMENT PLANS, INC.11+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $6,500 |
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 | $107,775 | $87,870+22.7% | $113,168-4.8% | $74,304+45.0% |
| Participation rate | 98.4% | 70.7%+27.6pp | 76.6%+21.8pp | 60.3%+38.0pp |
| Annual return | 16.97% | 26.44%-9.5pp | 24.27%-7.3pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,896 | $2,277-16.7% | $2,975-36.3% | $2,241-15.4% |
| Participant deferral / active EE | $5,089 | $4,241+20.0% | $5,107-0.3% | $3,767+35.1% |
| Admin fee / account holder | $313 | $3,368-90.7% | $12,068-97.4% | $2,969-89.5% |