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: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 55 | Other Commissions | $65,267 |
BLUE CHIP RETIREMENT PLANS, INC.9+ years Filed as: BLUE CHIP RETIRMENT PLANS, INC. Service code 13 6737 W. WASHINGTON STREET · MILWAUKEE, WI 53214 | Contract Administrator | $12,931 |
BLUE CHIP RETIREMENT PLANS, INC.9+ years Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,087 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,992 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,550 | $49,693+50.0% | $70,515+5.7% | $74,419+0.2% |
| Participation rate | 78.3% | 64.7%+13.6pp | 68.3%+9.9pp | 70.7%+7.6pp |
| Annual return | 15.16% | 21.22%-6.1pp | 32.77%-17.6pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,016 | $1,773-42.7% | $2,973-65.8% | $2,637-61.5% |
| Participant deferral / active EE | $3,182 | $3,376-5.7% | $4,567-30.3% | $4,528-29.7% |
| Admin fee / account holder | $54 | $316-82.8% | $6,412-99.2% | $348-84.4% |