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 Service code 27 CARL VALIMONT · MEQUON, WI 53092 | Advisory (Plan) | $76,059 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,590 |
BLUE CHIP RETIREMENT PLANS, INC.11+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 WEST WASHINGTON, # 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $31,035 |
BLUE CHIP RETIREMENT PLANS, INC.11+ years Service code 13 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,751 | $119,446-5.6% | $150,045-24.9% | $85,563+31.8% |
| Participation rate | 96.7% | 75.4%+21.3pp | 82.3%+14.4pp | 66.0%+30.8pp |
| Annual return | 17.40% | 23.72%-6.3pp | 62.55%-45.1pp | 31.51%-14.1pp |
| Employer contribution / active EE | $5,407 | $4,078+32.6% | $4,693+15.2% | $2,654+103.8% |
| Participant deferral / active EE | $14,639 | $7,985+83.3% | $7,997+83.1% | $4,375+234.6% |
| Admin fee / account holder | $343 | $548-37.4% | $13,435-97.4% | $834-58.9% |