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 MANAGEMENT11+ years Filed as: DENALI WEATH MANAGEMENT Service code 27 CARL VALIMONT · MILWAYKEE, WI 53212 | Advisory (Plan) | $65,134 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,472 |
BLUE CHIP RETIREMENT PLANS, INC.11+ years Service code 99 6737 W. WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $25,619 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,342 | $98,727-23.7% | $113,168-33.4% | $85,563-11.9% |
| Participation rate | 95.6% | 80.8%+14.8pp | 76.6%+19.0pp | 66.0%+29.6pp |
| Annual return | 15.20% | 17.43%-2.2pp | 24.27%-9.1pp | 31.51%-16.3pp |
| Employer contribution / active EE | $2,182 | $2,907-24.9% | $2,975-26.6% | $2,654-17.8% |
| Participant deferral / active EE | $5,580 | $5,424+2.9% | $5,107+9.3% | $4,375+27.5% |
| Admin fee / account holder | $226 | $357-36.7% | $12,068-98.1% | $834-72.9% |