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 | $50,144 |
WOODBURY FINANCIAL SERVICES4+ years Service code 55 5665 PLAZA DR. STE 350 · CYPRESS, CA 90630 | Other Commissions | $25,558 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Service code 99 6737 W WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $14,275 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 1415 W. DIEHL RD · NAPERVILLE, IL 60563 | Accounting | $4,000 |
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 | $73,930 | $82,978-10.9% | $129,995-43.1% | $71,457+3.5% |
| Participation rate | 93.6% | 74.1%+19.5pp | 78.5%+15.1pp | 67.9%+25.7pp |
| Annual return | 16.65% | 20.60%-4.0pp | -137.18%+153.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,051 | $2,622-21.8% | $4,320-52.5% | $2,588-20.7% |
| Participant deferral / active EE | $6,467 | $4,432+45.9% | $5,820+11.1% | $4,289+50.8% |
| Admin fee / account holder | $399 | $1,729-76.9% | $10,614-96.2% | $1,587-74.9% |