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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,847 |
DENALI WEALTH MANAGEMENT8+ years Service code 27 CARL VALIMONT · MEQUON, WI 53092 | Advisory (Plan) | $59,732 |
BLUE CHIP RETIREMENT PLANS, INC.9+ years Service code 13 | Contract Administrator | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.9+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 WEST WASHINGTON, # 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $9,075 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,173 | $95,274-17.9% | $135,903-42.5% | $74,419+5.0% |
| Participation rate | 92.4% | 78.2%+14.2pp | 81.9%+10.5pp | 70.7%+21.6pp |
| Annual return | 25.16% | 32.77%-7.6pp | 68.23%-43.1pp | 34.38%-9.2pp |
| Employer contribution / active EE | $4,490 | $3,874+15.9% | $4,856-7.5% | $2,637+70.2% |
| Participant deferral / active EE | $10,883 | $7,782+39.8% | $7,758+40.3% | $4,528+140.3% |
| Admin fee / account holder | $230 | $266-13.5% | $10,762-97.9% | $348-33.8% |