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 99 · EIN 59-3331424 735 N. WATER STREET, SUITE 800 · MILWAUKEE, WI 53202 | Other Fees | $27,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,550 | $59,186-46.7% | $76,768-58.9% | $56,287-43.9% |
| Participation rate | 54.2% | 75.2%-21.1pp | 77.0%-22.8pp | 69.9%-15.7pp |
| Annual return | -2.52% | 6.62%-9.1pp | 2.43%-5.0pp | -9.96%+7.4pp |
| Employer contribution / active EE | $466 | $1,759-73.5% | $2,485-81.3% | $2,111-77.9% |
| Participant deferral / active EE | $2,043 | $3,255-37.2% | $3,852-47.0% | $3,350-39.0% |
| Admin fee / account holder | $48 | $489-90.3% | $6,675-99.3% | $521-90.9% |