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.9+ years Filed as: NEWPORT Service code 13 · EIN 45-2164254 | Contract Administrator | $99,322 |
VRAKAS S.C.6 years Filed as: VRAKAS CPAS & ADVISORS Service code 10 · EIN 39-1453055 | Accounting | $18,985 |
ENTERPRISE BANK & TRUST8 years Filed as: ENTERPRISE SERVICES, INC. Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $15,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 17 14 TRI-PARK WAY · APPLETON, WI 54914 | Pension Consulting | $7,229 |
ESOP PARTNERS LLC5 years Filed as: ESOP PARTNERS, LLC Service code 51 3601 E EVERGREEN DR, SUITE 200 · APPLETON, WI 54913 | Investment Mgmt Fees | $5,777 |
RSM US LLP9+ years Filed as: RSM MCGLADREY BUSINESS SOLUTIONS Service code 13 · EIN 91-2190307 | Contract Administrator | $4,095 |
Filed as: REINHART Service code 51 1000 N WATER ST. #1700 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $2,804 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,456 | $48,698+354.8% | $93,606+136.6% | $199,593+11.0% |
| Participation rate | 98.6% | 63.5%+35.1pp | 68.7%+29.9pp | 72.0%+26.7pp |
| Annual return | 18.76% | 15.34%+3.4pp | 133.20%-114.4pp | 34.25%-15.5pp |
| Employer contribution / active EE | $6,949 | $1,135+512.2% | $2,420+187.2% | $3,034+129.0% |
| Participant deferral / active EE | $0 | $2,817-100.0% | $4,411-100.0% | $5,087-100.0% |
| Admin fee / account holder | $49 | $195-75.1% | $8,285-99.4% | $269-82.0% |