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: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 85-0597999 | Investment Management | $55,146 |
GOLDMAN SACHS7 years Filed as: BLACKHAWK CAPITAL PARTNERS LLC Service code 28 · EIN 45-2341486 | Investment Management | $25,460 |
ARCATAUR CAPITAL MANAGEMENT9+ years Service code 28 · EIN 11-3662316 | Investment Management | $18,494 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 28 · EIN 36-3429599 | Investment Management | $14,174 |
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Par... | $13,395 |
JOHNSON BANK5 years Filed as: JOHNSON BANK WEALTH MANAGEMENT Service code 28 · EIN 39-1141446 | Investment Management | $10,471 |
Filed as: WEALTH ENHANCEMENT ADVISORY Service code 28 · EIN 41-2016508 | Investment Management | $8,110 |
Filed as: ANNEX ADVISORY SERVICES LLC Service code 28 · EIN 68-0524298 | Investment Management | $5,396 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,191 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,901 | $95,274+202.2% | $135,903+111.8% | $74,419+286.9% |
| Participation rate | 98.6% | 78.2%+20.4pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | 17.93% | 32.77%-14.8pp | 68.23%-50.3pp | 34.38%-16.4pp |
| Employer contribution / active EE | $11,000 | $3,874+183.9% | $4,856+126.5% | $2,637+317.1% |
| Participant deferral / active EE | $12,640 | $7,782+62.4% | $7,758+62.9% | $4,528+179.2% |
| Admin fee / account holder | $155 | $266-41.7% | $10,762-98.6% | $348-55.4% |