See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FINANCIAL SOLUTIONS, LLC Service code 27 1900 AIRPORT RD. STE A · WAUKESHA, WI 531882478 | Advisory (Plan) | $23,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,455 | $99,957-12.5% | $149,696-41.6% | $73,488+19.0% |
| Participation rate | 25.3% | 75.7%-50.4pp | 82.5%-57.2pp | 70.7%-45.4pp |
| Annual return | 20.40% | 53.87%-33.5pp | 276.60%-256.2pp | 28.51%-8.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,184 | $6,073-47.6% | $6,842-53.5% | $3,740-14.9% |
| Admin fee / account holder | $416 | $551-24.5% | $9,309-95.5% | $513-19.0% |