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 |
|---|---|---|
PROVIDENT TRUST COMPANY2 years Service code 27 · EIN 39-2002404 N16 W23217 STONE RIDGE DRIVE · WAUKESHA, WI 531881199 | Advisory (Plan) | $17,505 |
Filed as: AD BEADELL Service code 27 · EIN 39-1572238 10224 N. PORT WASHINGTON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $6,062 |
Filed as: R.W. BAIRD & CO. INCORPORATED Service code 27 · EIN 39-6037917 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025391 | Advisory (Plan) | $5,132 |
See 1 actuary disclosure. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 5.31% | 9.93%-4.6pp | -2.84%+8.1pp | 9.29%-4.0pp |
| Employer contribution / active EE | $16,667 | $11,565+44.1% | $33,329-50.0% | $15,168+9.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |