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 | $55,906 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $26,223 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Service code 99 6737 W WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $14,650 |
WOODBURY FINANCIAL SERVICES5+ years Service code 55 5665 PLAZA DR. STE 350 · CYPRESS, CA 90630 | Other Commissions | $3,775 |
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 | $79,957 | $88,083-9.2% | $164,813-51.5% | $74,495+7.3% |
| Participation rate | 95.2% | 73.0%+22.2pp | 78.6%+16.6pp | 67.2%+28.0pp |
| Annual return | 13.96% | 17.26%-3.3pp | 69.93%-56.0pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,281 | $2,593-12.0% | $4,341-47.5% | $2,623-13.1% |
| Participant deferral / active EE | $7,059 | $4,498+56.9% | $6,031+17.0% | $4,346+62.4% |
| Admin fee / account holder | $392 | $2,234-82.4% | $12,690-96.9% | $1,942-79.8% |