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 | $64,920 |
OSAIC WEALTH INC1 year Service code 55 | Other Commissions | $34,919 |
BLUE CHIP RETIREMENT PLANS, INC.6+ years Service code 99 6737 W WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $14,575 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
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 | $93,389 | $96,484-3.2% | $156,263-40.2% | $74,304+25.7% |
| Participation rate | 96.1% | 67.7%+28.4pp | 78.9%+17.2pp | 60.3%+35.7pp |
| Annual return | 20.10% | 17.73%+2.4pp | 59.47%-39.4pp | 29.43%-9.3pp |
| Employer contribution / active EE | $1,921 | $2,528-24.0% | $4,333-55.7% | $2,241-14.3% |
| Participant deferral / active EE | $7,273 | $4,286+69.7% | $6,158+18.1% | $3,767+93.0% |
| Admin fee / account holder | $432 | $3,728-88.4% | $14,255-97.0% | $2,969-85.4% |