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 MANAGEMENT9+ years Filed as: DENALI WEATH MANAGEMENT Service code 27 CARL VALIMONT · MILWAYKEE, WI 53212 | Advisory (Plan) | $48,372 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,682 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,662 |
BLUE CHIP RETIREMENT PLANS, INC.9+ years Service code 99 6737 W. WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $23,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,585 | $99,078-38.9% | $96,544-37.2% | $74,419-18.6% |
| Participation rate | 92.7% | 80.7%+12.1pp | 76.0%+16.8pp | 70.7%+22.0pp |
| Annual return | 20.71% | 22.48%-1.8pp | 25.84%-5.1pp | 34.38%-13.7pp |
| Employer contribution / active EE | $1,918 | $2,570-25.4% | $2,965-35.3% | $2,637-27.3% |
| Participant deferral / active EE | $4,876 | $4,933-1.1% | $4,851+0.5% | $4,528+7.7% |
| Admin fee / account holder | $266 | $225+18.2% | $8,252-96.8% | $348-23.6% |