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 |
|---|---|---|
Service code 27 · EIN 52-2114207 611 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $24,235 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,952 | $64,909-58.5% | $82,313-67.3% | $62,292-56.7% |
| Participation rate | 80.8% | 74.9%+6.0pp | 76.9%+3.9pp | 69.5%+11.3pp |
| Annual return | 9.75% | 21.18%-11.4pp | 25.88%-16.1pp | 28.90%-19.1pp |
| Employer contribution / active EE | $5,190 | $1,676+209.7% | $2,428+113.7% | $2,042+154.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $217 | $440-50.7% | $5,608-96.1% | $479-54.7% |