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 |
|---|---|---|
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT Service code 13 · EIN 45-2164254 | Contract Administrator | $88,860 |
ORGEL WEALTH MANAGEMENT1 year Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 51 · EIN 46-2793932 | Investment Mgmt Fees | $21,995 |
RSM US LLP4+ years Filed as: RSM MCGLADREY BUSINESS SOLUTIONS Service code 13 · EIN 91-2190307 | Contract Administrator | $20,154 |
VRAKAS S.C.1 year Filed as: VRAKAS CPAS & ADVISORS Service code 10 · EIN 39-1453055 | Accounting | $18,000 |
ENTERPRISE BANK & TRUST3 years Filed as: ENTERPRISE SERVICES, INC. Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $12,000 |
Filed as: PERSHING, LLC Service code 51 · EIN 13-2741729 | Investment Mgmt Fees | $5,928 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,377 | $40,113+446.9% | $84,015+161.1% | $77,787+182.0% |
| Participation rate | 99.8% | 62.8%+37.1pp | 69.0%+30.8pp | 73.2%+26.6pp |
| Annual return | 8.23% | 23.27%-15.0pp | 71.31%-63.1pp | 32.57%-24.3pp |
| Employer contribution / active EE | $5,825 | $847+587.6% | $1,983+193.7% | $2,504+132.6% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,239-100.0% | $3,967-100.0% |
| Admin fee / account holder | $229 | $92+149.5% | $6,101-96.3% | $100+128.4% |