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 6-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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,675 |
WOODBURY FINANCIAL SERVICES3+ years Service code 55 5665 PLAZA DR. STE 350 · CYPRESS, CA 90630 | Other Commissions | $25,472 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Service code 99 6737 W WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $13,825 |
SIKICH LLP2 years Filed as: SIKICH, LLP Service code 10 13400 BISHOPS LANE · BROOKFIELD, WI 53005 | Accounting | $13,500 |
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 | $71,401 | $86,655-17.6% | $119,609-40.3% | $66,914+6.7% |
| Participation rate | 94.4% | 75.6%+18.9pp | 79.3%+15.2pp | 69.8%+24.6pp |
| Annual return | -13.42% | -8.00%-5.4pp | -14.97%+1.5pp | 1.58%-15.0pp |
| Employer contribution / active EE | $1,599 | $2,536-36.9% | $4,232-62.2% | $2,544-37.1% |
| Participant deferral / active EE | $6,714 | $4,358+54.1% | $5,602+19.9% | $4,237+58.5% |
| Admin fee / account holder | $536 | $755-29.0% | $10,323-94.8% | $593-9.7% |