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 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,859 |
NICOLET NATIONAL BANK7 years Service code 55 111 N WASHINGTON ST · GREEN BAY, WI 54305 | Other Commissions | $42,597 |
RETIREMENT STRATEGIES, INC.9+ years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $10,000 |
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 | $82,890 | $71,516+15.9% | $98,439-15.8% | $71,457+16.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 18.62% | 32.41%-13.8pp | 21.16%-2.5pp | 28.85%-10.2pp |
| Employer contribution / active EE | $4,654 | $2,399+94.0% | $3,048+52.7% | $2,588+79.9% |
| Participant deferral / active EE | $5,826 | $4,109+41.8% | $4,738+23.0% | $4,289+35.8% |
| Admin fee / account holder | $493 | $1,675-70.6% | $8,948-94.5% | $1,587-69.0% |