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 |
|---|---|---|
BKS RETIREMENT SERVICES2 years Filed as: BKS FINANCIAL INVESTMENTS LLC DBA B Service code 27 25400 US 19 N STE 204 · CLEARWATER, FL 33763 | Advisory (Plan) | $82,452 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62,649 |
ERICKSEN, KRENTEL & LAPORTE, LLP8+ years Service code 10 4227 CANAL STREET · NEW ORLEANS, LA 70119 | Accounting | $12,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $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 | $74,315 | $71,142+4.5% | $119,609-37.9% | $64,808+14.7% |
| Participation rate | 83.6% | 78.6%+5.0pp | 79.3%+4.3pp | 71.5%+12.1pp |
| Annual return | -14.31% | -10.01%-4.3pp | -14.97%+0.7pp | 32.82%-47.1pp |
| Employer contribution / active EE | $2,036 | $2,497-18.5% | $4,232-51.9% | $2,506-18.7% |
| Participant deferral / active EE | $4,939 | $4,490+10.0% | $5,602-11.8% | $4,310+14.6% |
| Admin fee / account holder | $367 | $162+126.4% | $10,323-96.4% | $188+95.5% |