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 |
|---|---|---|
DENALI WEALTH MANAGEMENT7+ years Filed as: DENALI WEATH MANAGEMENT Service code 27 CARL VALIMONT · MILWAYKEE, WI 53212 | Advisory (Plan) | $57,950 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,346 |
BLUE CHIP RETIREMENT PLANS, INC.7+ years Service code 99 6737 W. WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $15,775 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,768 | $185,342-61.8% | $111,297-36.4% | $86,799-18.5% |
| Participation rate | 95.3% | 81.0%+14.3pp | 77.3%+18.0pp | 72.3%+23.0pp |
| Annual return | 14.18% | 500.80%-486.6pp | 54.65%-40.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,830 | $2,246-18.5% | $2,731-33.0% | $2,405-23.9% |
| Participant deferral / active EE | $4,801 | $4,458+7.7% | $4,487+7.0% | $4,131+16.2% |
| Admin fee / account holder | $216 | $255-15.5% | $7,964-97.3% | $170+27.3% |