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 |
|---|---|---|
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE & CO., LLC Service code 15 · EIN 35-1178661 | Recordkeeping | $8,000 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,013 | $28,109+156.2% | $71,086+1.3% | $56,287+27.9% |
| Participation rate | 33.5% | 40.4%-6.9pp | 54.7%-21.1pp | 69.9%-36.3pp |
| Annual return | 6.12% | -615.05%+621.2pp | 650.59%-644.5pp | -9.96%+16.1pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $928 | $1,116-16.8% | $1,874-50.5% | $3,350-72.3% |
| Admin fee / account holder | $88 | $585-84.9% | $3,082-97.1% | $521-83.0% |