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 INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $107,921 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 55 | Other Commissions | $62,430 |
BLUE CHIP RETIREMENT PLANS, INC.11+ years Filed as: BLUE CHIP RETIRMENT PLANS, INC. Service code 13 6737 W. WASHINGTON STREET · MILWAUKEE, WI 53214 | Contract Administrator | $17,000 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,613 |
BLUE CHIP RETIREMENT PLANS, INC.11+ years Service code 13 | Contract Administrator | $9,999 |
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 | $77,749 | $57,831+34.4% | $82,389-5.6% | $85,563-9.1% |
| Participation rate | 86.4% | 55.0%+31.4pp | 69.5%+16.9pp | 66.0%+20.5pp |
| Annual return | 14.95% | 17.86%-2.9pp | 28.67%-13.7pp | 31.51%-16.6pp |
| Employer contribution / active EE | $993 | $1,643-39.6% | $2,517-60.6% | $2,654-62.6% |
| Participant deferral / active EE | $3,079 | $3,118-1.2% | $4,155-25.9% | $4,375-29.6% |
| Admin fee / account holder | $258 | $1,391-81.5% | $7,231-96.4% | $834-69.1% |