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: RAYMOND JAMES & ASSOCIATES Service code 55 INC. · ST. PETERSBURG, FL 33716 | Other Commissions | $48,518 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,111 |
BLUE CHIP RETIREMENT PLANS, INC.11+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 6737 WEST WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $28,918 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,163 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,644 | $98,727-17.3% | $113,168-27.9% | $85,563-4.6% |
| Participation rate | 97.3% | 80.8%+16.5pp | 76.6%+20.7pp | 66.0%+31.3pp |
| Annual return | 12.70% | 17.43%-4.7pp | 24.27%-11.6pp | 31.51%-18.8pp |
| Employer contribution / active EE | $2,019 | $2,907-30.5% | $2,975-32.1% | $2,654-23.9% |
| Participant deferral / active EE | $4,870 | $5,424-10.2% | $5,107-4.6% | $4,375+11.3% |
| Admin fee / account holder | $344 | $357-3.7% | $12,068-97.2% | $834-58.8% |