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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,966 |
DENALI WEALTH MANAGEMENT4+ years Service code 27 CARL VALIMONT · MILWAUKEE, WI 53212 | Advisory (Plan) | $41,211 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 WEST WASHINGTON, # 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $5,025 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Service code 13 | Contract Administrator | $0 |
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 | $74,262 | $44,734+66.0% | $99,443-25.3% | $67,579+9.9% |
| Participation rate | 75.8% | 66.2%+9.7pp | 73.8%+2.0pp | 71.3%+4.6pp |
| Annual return | 28.42% | 32.45%-4.0pp | 30.72%-2.3pp | 378.56%-350.1pp |
| Employer contribution / active EE | $2,972 | $1,261+135.8% | $2,540+17.0% | $2,148+38.4% |
| Participant deferral / active EE | $7,677 | $2,731+181.1% | $3,619+112.1% | $3,539+116.9% |
| Admin fee / account holder | $268 | $120+124.4% | $6,250-95.7% | $142+88.7% |