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 LLC8+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 16 · EIN 39-1096303 21180 W. CAPITOL DRIVE · PEWAUKEE, WI 53072 | Consulting | $45,968 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,716 |
BLUE CHIP RETIREMENT PLANS, INC.8+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 | Other Fees | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.8+ years Filed as: BLUE CHIP RETIREMENT SERVICES Service code 99 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $4,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,214 | $51,197+29.3% | $82,719-20.0% | $66,914-1.0% |
| Participation rate | 96.7% | 67.8%+28.9pp | 72.6%+24.2pp | 69.8%+26.9pp |
| Annual return | -15.17% | -9.64%-5.5pp | 701.18%-716.3pp | 1.58%-16.7pp |
| Employer contribution / active EE | $3,779 | $2,611+44.7% | $3,009+25.6% | $2,544+48.5% |
| Participant deferral / active EE | $6,263 | $3,458+81.1% | $4,395+42.5% | $4,237+47.8% |
| Admin fee / account holder | $284 | $416-31.7% | $5,329-94.7% | $593-52.2% |