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 |
|---|---|---|
ASCENSUS LLC7+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 16 · EIN 39-1096303 21180 W. CAPITOL DRIVE · PEWAUKEE, WI 53072 | Consulting | $45,000 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,722 |
BLUE CHIP RETIREMENT PLANS, INC.7+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 | Other Fees | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.7+ years Filed as: BLUE CHIP RETIREMENT SERVICES Service code 99 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $3,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,989 | $63,745+27.1% | $98,442-17.7% | $79,386+2.0% |
| Participation rate | 99.5% | 69.9%+29.6pp | 73.3%+26.2pp | 70.7%+28.8pp |
| Annual return | 13.69% | 625.80%-612.1pp | 1492.73%-1479.0pp | 116.85%-103.2pp |
| Employer contribution / active EE | $2,825 | $2,557+10.5% | $2,960-4.6% | $2,427+16.4% |
| Participant deferral / active EE | $6,350 | $3,303+92.2% | $4,276+48.5% | $4,046+57.0% |
| Admin fee / account holder | $271 | $516-47.4% | $5,949-95.4% | $626-56.7% |