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.7+ years Filed as: NEWPORT Service code 13 · EIN 45-2164254 | Contract Administrator | $133,950 |
ENTERPRISE BANK & TRUST6 years Filed as: ENTERPRISE SERVICES, INC. Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $32,000 |
Filed as: REINHART Service code 51 1000 N WATER ST. #1700 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $15,492 |
VRAKAS S.C.4 years Filed as: VRAKAS CPAS & ADVISORS Service code 10 · EIN 39-1453055 | Accounting | $15,321 |
RSM US LLP7+ years Filed as: RSM MCGLADREY BUSINESS SOLUTIONS Service code 13 · EIN 91-2190307 | Contract Administrator | $10,028 |
ESOP PARTNERS LLC3 years Filed as: ESOP PARTNERS, LLC Service code 51 3601 E EVERGREEN DR, SUITE 200 · APPLETON, WI 54913 | Investment Mgmt Fees | $4,563 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,896 | $39,973+427.6% | $79,550+165.1% | $77,904+170.7% |
| Participation rate | 99.4% | 64.6%+34.8pp | 69.5%+29.9pp | 73.7%+25.8pp |
| Annual return | 17.45% | 3.42%+14.0pp | 0.16%+17.3pp | 12.21%+5.2pp |
| Employer contribution / active EE | $4,425 | $1,088+306.7% | $2,413+83.4% | $2,848+55.4% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,985-100.0% | $4,806-100.0% |
| Admin fee / account holder | $75 | $113-33.9% | $6,832-98.9% | $133-43.7% |