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: KERBERROSE WEALTH Service code 27 MANAGEMENT LLC · SHAWANO, WI 54166 | Advisory (Plan) | $35,383 |
Service code 99 6737 WEST WASHINGTON STREET, · MILWAUKEE, WI 53214 | Other Fees | $10,563 |
Filed as: EMPOWER ANNUITY INC. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,609 |
Annual investment return 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 | $45,611 | $73,360-37.8% | $177,989-74.4% | $74,495-38.8% |
| Participation rate | 95.6% | 66.6%+29.0pp | 77.1%+18.5pp | 67.2%+28.4pp |
| Annual return | 11.14% | 17.49%-6.3pp | 294.48%-283.3pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,786 | $2,216+25.7% | $3,949-29.4% | $2,623+6.2% |
| Participant deferral / active EE | $3,754 | $4,513-16.8% | $6,276-40.2% | $4,346-13.6% |
| Admin fee / account holder | $258 | $1,808-85.7% | $10,363-97.5% | $1,942-86.7% |