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.8+ years Filed as: NEWPORT Service code 13 · EIN 45-2164254 | Contract Administrator | $137,536 |
ENTERPRISE BANK & TRUST7 years Filed as: ENTERPRISE SERVICES, INC. Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $33,200 |
VRAKAS S.C.5 years Filed as: VRAKAS CPAS & ADVISORS Service code 10 · EIN 39-1453055 | Accounting | $16,000 |
ESOP PARTNERS LLC4 years Filed as: ESOP PARTNERS, LLC Service code 51 3601 E EVERGREEN DR, SUITE 200 · APPLETON, WI 54913 | Investment Mgmt Fees | $13,378 |
Filed as: REINHART Service code 51 1000 N WATER ST. #1700 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $13,287 |
RSM US LLP8+ years Filed as: RSM MCGLADREY BUSINESS SOLUTIONS Service code 13 · EIN 91-2190307 | Contract Administrator | $10,975 |
Filed as: OWNERSHIP ALLIANCE Service code 17 · EIN 81-2674021 | Pension Consulting | $9,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,077 | $44,626+370.8% | $86,188+143.7% | $80,160+162.1% |
| Participation rate | 99.0% | 63.5%+35.4pp | 69.0%+30.0pp | 72.9%+26.0pp |
| Annual return | 16.42% | 19.61%-3.2pp | 1168.45%-1152.0pp | 40.38%-24.0pp |
| Employer contribution / active EE | $11,601 | $1,099+955.7% | $2,380+387.4% | $2,978+289.6% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,985-100.0% | $5,017-100.0% |
| Admin fee / account holder | $76 | $133-42.7% | $6,852-98.9% | $145-47.3% |