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 LLC3 years Service code 26 · EIN 39-1096303 19435 W. CAPITOL DRIVE, STE 201 · BROOKFIELD, WI 53045 | Advisory (Participants) | $49,805 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 25 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Directed Trustee | $38,649 |
BLUE CHIP RETIREMENT PLANS, INC.11+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 | Other Fees | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.11+ years Filed as: BLUE CHIP RETIREMENT SERVICES Service code 99 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $6,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,539 | $56,317+105.2% | $71,209+62.3% | $74,304+55.5% |
| Participation rate | 96.8% | 55.1%+41.7pp | 73.8%+23.1pp | 60.3%+36.5pp |
| Annual return | 19.71% | 42.83%-23.1pp | 282.51%-262.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $2,196 | $2,160+1.6% | $2,721-19.3% | $2,241-2.0% |
| Participant deferral / active EE | $7,742 | $2,788+177.7% | $4,175+85.4% | $3,767+105.5% |
| Admin fee / account holder | $351 | $2,290-84.7% | $5,349-93.4% | $2,969-88.2% |