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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,864 |
DENALI WEALTH MANAGEMENT2+ years Service code 27 4425 N PORT WASHINGTON RD · MILWAUKEE, WI 53212 | Advisory (Plan) | $9,304 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 W WASHINGTON, # 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $8,927 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,816 | $58,828+10.2% | $77,999-16.9% | $62,891+3.1% |
| Participation rate | 84.5% | 71.1%+13.5pp | 75.5%+9.0pp | 69.3%+15.2pp |
| Annual return | 7.51% | 17.16%-9.6pp | 425.96%-418.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,329 | $1,672-20.5% | $2,470-46.2% | $2,281-41.8% |
| Participant deferral / active EE | $2,991 | $2,686+11.4% | $3,497-14.5% | $3,203-6.6% |
| Admin fee / account holder | $136 | $4,393-96.9% | $5,480-97.5% | $4,296-96.8% |