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 |
|---|---|---|
FRANCIS LLC1 year Service code 26 · EIN 39-1096303 19435 W. CAPITOL DRIVE, STE 201 · BROOKFIELD, WI 53045 | Advisory (Participants) | $47,652 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 25 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Directed Trustee | $44,417 |
BLUE CHIP RETIREMENT PLANS, INC.9+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 | Other Fees | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.9+ years Filed as: BLUE CHIP RETIREMENT SERVICES Service code 99 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $5,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,719 | $58,264+26.5% | $86,612-14.9% | $71,457+3.2% |
| Participation rate | 93.1% | 65.0%+28.1pp | 71.7%+21.4pp | 67.9%+25.2pp |
| Annual return | 17.09% | 21.63%-4.5pp | 591.07%-574.0pp | 28.85%-11.8pp |
| Employer contribution / active EE | $3,305 | $2,574+28.4% | $3,022+9.3% | $2,588+27.7% |
| Participant deferral / active EE | $6,413 | $3,436+86.6% | $4,438+44.5% | $4,289+49.5% |
| Admin fee / account holder | $291 | $1,057-72.5% | $5,614-94.8% | $1,587-81.7% |