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 |
|---|---|---|
EDWARD JONES2 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $30,547 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,212 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $12,128 |
Service code 27 · EIN 96-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,463 | $50,666+591.7% | $76,817+356.2% | $65,185+437.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | -1.14% | 28.51%-29.7pp | 1166.11%-1167.2pp | 29.38%-30.5pp |
| Employer contribution / active EE | $4,123 | $1,575+161.8% | $2,302+79.1% | $2,177+89.4% |
| Participant deferral / active EE | $5,325 | $2,647+101.2% | $3,336+59.6% | $3,514+51.6% |
| Admin fee / account holder | $27 | $463-94.1% | $6,420-99.6% | $847-96.8% |