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.4+ years Filed as: BLUE & CO., LLC Service code 15 · EIN 35-1178661 | Recordkeeping | $8,300 |
ADP BROKER-DEALER4+ 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.
Annual investment return 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 | $63,175 | $31,679+99.4% | $74,701-15.4% | $65,185-3.1% |
| Participation rate | 36.3% | 40.4%-4.1pp | 54.5%-18.2pp | 70.2%-33.9pp |
| Annual return | -1.66% | 39.04%-40.7pp | 752.92%-754.6pp | 29.38%-31.0pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,056 | $1,191-11.3% | $1,964-46.2% | $3,514-69.9% |
| Admin fee / account holder | $101 | $379-73.3% | $3,333-97.0% | $847-88.1% |