See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL FIDUCIARY SERVICES LLC Service code 25 · EIN 26-0225450 7433 N. BEACH COURT · FOX POINT, WI 53217 | Directed Trustee | $16,000 |
ESOP PARTNERS LLC2 years Filed as: ESOP PARTNERS, INC. Service code 15 · EIN 20-5396546 PO BOX 1773 · APPLETON, WI 54912 | Recordkeeping | $13,084 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,096 | $96,484+114.6% | $156,263+32.5% | $74,304+178.7% |
| Participation rate | 99.2% | 67.7%+31.5pp | 78.9%+20.3pp | 60.3%+38.8pp |
| Annual return | 18.63% | 17.73%+0.9pp | 59.47%-40.8pp | 29.43%-10.8pp |
| Employer contribution / active EE | $11,659 | $2,528+361.1% | $4,333+169.1% | $2,241+420.2% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $101 | $3,728-97.3% | $14,255-99.3% | $2,969-96.6% |