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 Service code 27 25400 US 19 N STE 204 · CLEARWATER, FL 33763 | Advisory (Plan) | $88,902 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $66,794 |
ERICKSEN, KRENTEL & LAPORTE, LLP10+ years Service code 10 4227 CANAL STREET · NEW ORLEANS, LA 70119 | Accounting | $14,200 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,140 | $89,436+9.7% | $164,813-40.5% | $77,643+26.4% |
| Participation rate | 87.3% | 78.6%+8.7pp | 78.6%+8.7pp | 70.6%+16.8pp |
| Annual return | 12.02% | 28.83%-16.8pp | 69.93%-57.9pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,067 | $2,569-19.5% | $4,341-52.4% | $2,726-24.2% |
| Participant deferral / active EE | $5,361 | $4,897+9.5% | $6,031-11.1% | $4,647+15.4% |
| Admin fee / account holder | $427 | $339+25.7% | $12,690-96.6% | $430-0.8% |