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 |
|---|---|---|
RIDGEWORTH5+ years Filed as: HENDERSON GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $221,005 |
KOVITZ INVESTMENT GROUP1 year Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 28 115 SOUTH LASALLE STREET 27TH FLOOR · CHICAGO, IL 60603 | Investment Management | $137,780 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $115,063 |
MADISON INVESTMENT ADVISORS5+ years Service code 28 · EIN 39-1194160 | Investment Management | $107,735 |
Filed as: SVA FINANCIAL, LLC Service code 28 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Investment Management | $90,358 |
BAKER TILLY US, LLP5+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $24,240 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 19 8020 EXCELSIOR DRIVE, SUITE 400 · MADISON, WI 537171998 | Securities Custodian | $21,655 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,323 | $88,122+210.2% | $141,162+93.6% | $67,579+304.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 20.58% | 75.40%-54.8pp | 71.39%-50.8pp | 378.56%-358.0pp |
| Employer contribution / active EE | $18,985 | $3,224+488.8% | $4,735+301.0% | $2,148+784.0% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $1,685 | $131+1187.2% | $10,261-83.6% | $142+1084.1% |