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 |
|---|---|---|
HARBOUR INVESTMENTS INC2 years Filed as: HARBOUR INVESTMENTS INC. Service code 27 575 DONOFRIO DR. SUITE 300 · MADISON, WI 537192832 | Advisory (Plan) | $10,800 |
RHODA, SMITH & ASSOCIATES, S.C.8+ years Service code 10 20350 WATERTOWER BLVD SUITE 20 · BROOKFIELD, WI 53045 | Accounting | $8,025 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,941 |
BLUE CHIP RETIREMENT PLANS, INC.8+ years Service code 13 6737 W WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $6,495 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $5,520 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 | Investment Management | $104 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,354 | $54,701+8.5% | $86,188-31.1% | $71,457-16.9% |
| Participation rate | 77.3% | 60.1%+17.2pp | 69.0%+8.3pp | 67.9%+9.4pp |
| Annual return | 9.10% | 20.06%-11.0pp | 1168.45%-1159.4pp | 28.85%-19.8pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,863 | $3,108-7.9% | $3,985-28.2% | $4,289-33.2% |
| Admin fee / account holder | $261 | $1,922-86.4% | $6,852-96.2% | $1,587-83.6% |