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 | $68,628 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,486 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Filed as: BLUE CHIP RETIRMENT PLANS, INC. Service code 13 6737 W. WASHINGTON STREET · MILWAUKEE, WI 53214 | Contract Administrator | $13,258 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,162 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Service code 13 | Contract Administrator | $10,000 |
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 | $83,272 | $55,416+50.3% | $75,972+9.6% | $77,643+7.2% |
| Participation rate | 83.6% | 63.6%+20.0pp | 69.1%+14.5pp | 70.6%+13.0pp |
| Annual return | 15.97% | 17.07%-1.1pp | 359.55%-343.6pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,001 | $1,788-44.0% | $2,685-62.7% | $2,726-63.3% |
| Participant deferral / active EE | $3,293 | $3,447-4.5% | $4,255-22.6% | $4,647-29.1% |
| Admin fee / account holder | $86 | $414-79.3% | $6,467-98.7% | $430-80.1% |