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 MANAGEMENT10+ years Filed as: DENALI WEATH MANAGEMENT Service code 27 CARL VALIMONT · MILWAYKEE, WI 53212 | Advisory (Plan) | $59,623 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,053 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Service code 99 6737 W. WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $27,575 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,465 | $88,890-19.6% | $102,423-30.2% | $77,643-8.0% |
| Participation rate | 93.9% | 80.9%+12.9pp | 76.5%+17.4pp | 70.6%+23.3pp |
| Annual return | 15.55% | 24.98%-9.4pp | 29.32%-13.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,952 | $2,698-27.6% | $3,023-35.4% | $2,726-28.4% |
| Participant deferral / active EE | $5,072 | $5,145-1.4% | $5,053+0.4% | $4,647+9.1% |
| Admin fee / account holder | $235 | $235-0.3% | $9,451-97.5% | $430-45.4% |