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.5+ years Filed as: BLUE & CO., LLC Service code 15 · EIN 35-1178661 | Recordkeeping | $8,500 |
ADP BROKER-DEALER5+ 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 | $76,822 | $35,986+113.5% | $77,482-0.9% | $73,488+4.5% |
| Participation rate | 27.9% | 40.8%-12.9pp | 54.2%-26.3pp | 70.7%-42.8pp |
| Annual return | 5.83% | 19.26%-13.4pp | 54.79%-49.0pp | 28.51%-22.7pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,075 | $1,198-10.2% | $1,861-42.2% | $3,740-71.3% |
| Admin fee / account holder | $237 | $466-49.1% | $2,858-91.7% | $513-53.8% |