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 INC3 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.9+ years Service code 10 20350 WATERTOWER BLVD SUITE 20 · BROOKFIELD, WI 53045 | Accounting | $7,785 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,321 |
BLUE CHIP RETIREMENT PLANS, INC.9+ years Service code 13 6737 W WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $6,091 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $5,176 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 | Investment Management | $188 |
Employer contribution per participant 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 | $66,147 | $59,417+11.3% | $93,606-29.3% | $74,495-11.2% |
| Participation rate | 78.5% | 59.7%+18.9pp | 68.7%+9.8pp | 67.2%+11.3pp |
| Annual return | 13.77% | 81.83%-68.1pp | 133.20%-119.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,143 | $3,050+3.1% | $4,411-28.7% | $4,346-27.7% |
| Admin fee / account holder | $253 | $3,021-91.6% | $8,285-97.0% | $1,942-87.0% |