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 LLC2 years Service code 26 · EIN 39-1096303 19435 W. CAPITOL DRIVE, STE 201 · BROOKFIELD, WI 53045 | Advisory (Participants) | $53,465 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 25 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Directed Trustee | $47,516 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 | Other Fees | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Filed as: BLUE CHIP RETIREMENT SERVICES Service code 99 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $8,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,902 | $60,323+60.6% | $81,812+18.4% | $74,495+30.1% |
| Participation rate | 99.5% | 62.9%+36.7pp | 72.3%+27.2pp | 67.2%+32.3pp |
| Annual return | 13.82% | 16.90%-3.1pp | 773.79%-760.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $3,786 | $2,620+44.5% | $2,912+30.0% | $2,623+44.3% |
| Participant deferral / active EE | $7,549 | $3,387+122.9% | $4,319+74.8% | $4,346+73.7% |
| Admin fee / account holder | $387 | $1,486-74.0% | $7,386-94.8% | $1,942-80.1% |