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 |
|---|---|---|
Service code 27 315 DEADERICK ST 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $40,099 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,582 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 99 6737 W. WASHINGTON STREET, STE 1105 · MILWAUKEE, WI 53214 | Other Fees | $12,283 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,358 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,990 | $76,050+73.6% | $96,544+36.7% | $71,457+84.7% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.1pp | 67.9%+31.1pp |
| Annual return | 11.70% | 22.81%-11.1pp | 25.84%-14.1pp | 28.85%-17.1pp |
| Employer contribution / active EE | $3,326 | $2,244+48.2% | $2,965+12.2% | $2,588+28.5% |
| Participant deferral / active EE | $2,592 | $4,215-38.5% | $4,851-46.6% | $4,289-39.6% |
| Admin fee / account holder | $512 | $2,707-81.1% | $8,252-93.8% | $1,587-67.8% |