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 9-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 |
|---|---|---|
WELLTH ADVISORY SERVICES LLC2 years Service code 27 722 ESSINGTON ROAD · JOLIET, IL 60435 | Advisory (Plan) | $25,791 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $3,163 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,284 | $148,978-13.9% | $200,582-36.0% | $84,808+51.3% |
| Participation rate | 97.0% | 84.2%+12.8pp | 86.9%+10.1pp | 68.3%+28.7pp |
| Annual return | 14.40% | 28.16%-13.8pp | 42.33%-27.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,766 | $4,815-42.6% | $6,419-56.9% | $2,631+5.1% |
| Participant deferral / active EE | $3,555 | $7,142-50.2% | $9,331-61.9% | $4,212-15.6% |
| Admin fee / account holder | $34,096 | $13,977+143.9% | $16,305+109.1% | $7,344+364.3% |