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 INC4 years Filed as: HARBOUR INVESTMENTS INC. Service code 27 575 DONOFRIO DR. SUITE 300 · MADISON, WI 537192832 | Advisory (Plan) | $10,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,535 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Service code 13 6737 W WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $6,446 |
RHODA, SMITH & ASSOCIATES, S.C.10+ years Service code 10 20350 WATERTOWER BLVD SUITE 20 · BROOKFIELD, WI 53045 | Accounting | $4,800 |
ENVESTNET RETIREMENT SOLUTIONS, LLC10+ years Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $547 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 | Investment Management | $284 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,784 | $66,098+1.0% | $101,794-34.4% | $74,304-10.1% |
| Participation rate | 82.0% | 53.8%+28.2pp | 69.2%+12.8pp | 60.3%+21.6pp |
| Annual return | 12.95% | 19.59%-6.6pp | 30.53%-17.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,711 | $2,781-2.5% | $4,084-33.6% | $3,767-28.0% |
| Admin fee / account holder | $256 | $4,146-93.8% | $8,777-97.1% | $2,969-91.4% |