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 55 720 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $22,732 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLANGE, CO 80111 | Investment Management | $1,793 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $931 |
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 | $48,228 | $88,324-45.4% | $115,037-58.1% | $55,191-12.6% |
| Participation rate | 79.4% | 72.5%+6.9pp | 81.4%-1.9pp | 69.2%+10.3pp |
| Annual return | 4.05% | 6.30%-2.2pp | 26.14%-22.1pp | 10.78%-6.7pp |
| Employer contribution / active EE | $1,254 | $2,805-55.3% | $4,608-72.8% | $1,899-34.0% |
| Participant deferral / active EE | $4,262 | $5,042-15.5% | $6,026-29.3% | $3,046+39.9% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |