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: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,280 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $49,885 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Service code 13 · EIN 39-1974154 6737 W. WASHINGTON ST -STE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $15,400 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,399 |
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 | $59,622 | $78,485-24.0% | $106,213-43.9% | $74,495-20.0% |
| Participation rate | 97.5% | 72.8%+24.7pp | 75.3%+22.2pp | 67.2%+30.3pp |
| Annual return | 16.81% | 15.95%+0.9pp | 116.14%-99.3pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $3,606 | $2,523+42.9% | $3,171+13.7% | $2,623+37.5% |
| Participant deferral / active EE | $3,672 | $4,322-15.1% | $5,016-26.8% | $4,346-15.5% |
| Admin fee / account holder | $380 | $2,232-83.0% | $11,033-96.6% | $1,942-80.5% |