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 MANAGEMENT3+ years Service code 27 CARL VALIMONT · MILWAUKEE, WI 53212 | Advisory (Plan) | $37,561 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,561 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Service code 13 | Contract Administrator | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 WEST WASHINGTON, # 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $4,200 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,717 | $37,591+50.9% | $90,645-37.4% | $55,725+1.8% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.0%+1.0pp | 70.9%+4.1pp |
| Annual return | -5.85% | -3.20%-2.6pp | 1.88%-7.7pp | 244.93%-250.8pp |
| Employer contribution / active EE | $2,639 | $1,302+102.7% | $2,532+4.2% | $2,078+27.0% |
| Participant deferral / active EE | $7,048 | $2,643+166.6% | $3,425+105.8% | $3,356+110.0% |
| Admin fee / account holder | $261 | $100+160.9% | $4,994-94.8% | $115+126.5% |