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 |
|---|---|---|
Filed as: BLUE RIDGE ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN RD STE 102 · CHALOTTESVILLE, VA 22911 | Contract Administrator | $125,528 |
ENTERPRISE BANK & TRUST9 years Filed as: ENTERPRISE SERVICES, INC. Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $27,500 |
VRAKAS S.C.7 years Filed as: VRAKAS CPAS & ADVISORS Service code 10 · EIN 39-1453055 | Accounting | $16,000 |
ESOP PARTNERS LLC6 years Filed as: ESOP PARTNERS, LLC Service code 51 3601 E EVERGREEN DR, SUITE 200 · APPLETON, WI 54913 | Investment Mgmt Fees | $9,472 |
Filed as: REINHART Service code 51 1000 N WATER ST. #1700 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $4,204 |
RSM US LLP10+ years Filed as: RSM MCGLADREY BUSINESS SOLUTIONS Service code 13 · EIN 91-2190307 | Contract Administrator | $4,148 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,184 | $56,102+331.7% | $101,794+137.9% | $102,872+135.4% |
| Participation rate | 95.7% | 70.4%+25.4pp | 69.2%+26.5pp | 73.0%+22.7pp |
| Annual return | 24.14% | 14.06%+10.1pp | 30.53%-6.4pp | 19.06%+5.1pp |
| Employer contribution / active EE | $4,542 | $1,380+229.1% | $2,289+98.4% | $3,526+28.8% |
| Participant deferral / active EE | $0 | $2,801-100.0% | $4,084-100.0% | $5,535-100.0% |
| Admin fee / account holder | $57 | $262-78.2% | $8,777-99.3% | $292-80.5% |